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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 | $33,119 | $202,342-83.6% | $172,753-80.8% | $152,909-78.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.21% | 1029.88%-1007.7pp | 803.00%-780.8pp | 345.46%-323.3pp |
| Employer contribution / active EE | $3,735 | $5,857-36.2% | $5,144-27.4% | $4,764-21.6% |
| Participant deferral / active EE | $3,411 | $5,948-42.7% | $5,198-34.4% | $5,851-41.7% |
| Admin fee / account holder | $4,098 | $17,112-76.1% | $13,956-70.6% | $11,601-64.7% |