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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 | $50,129 | $202,342-75.2% | $172,753-71.0% | $152,909-67.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.28% | 1029.88%-1014.6pp | 803.00%-787.7pp | 345.46%-330.2pp |
| Employer contribution / active EE | $2,839 | $5,857-51.5% | $5,144-44.8% | $4,764-40.4% |
| Participant deferral / active EE | $2,991 | $5,948-49.7% | $5,198-42.5% | $5,851-48.9% |
| Admin fee / account holder | $492 | $17,112-97.1% | $13,956-96.5% | $11,601-95.8% |