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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,242 | $202,342-76.7% | $172,752-72.7% | $152,897-69.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.32% | 1029.83%-1011.5pp | 802.97%-784.6pp | 345.43%-327.1pp |
| Employer contribution / active EE | $2,568 | $5,858-56.2% | $5,144-50.1% | $4,764-46.1% |
| Participant deferral / active EE | $3,989 | $5,948-32.9% | $5,198-23.3% | $5,851-31.8% |
| Admin fee / account holder | $1,222 | $17,111-92.9% | $13,955-91.2% | $11,599-89.5% |