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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 | $52,047 | $202,342-74.3% | $172,752-69.9% | $152,897-66.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.01% | 1029.83%-1006.8pp | 802.97%-780.0pp | 345.43%-322.4pp |
| Employer contribution / active EE | $2,870 | $5,858-51.0% | $5,144-44.2% | $4,764-39.7% |
| Participant deferral / active EE | $10,327 | $5,948+73.6% | $5,198+98.7% | $5,851+76.5% |
| Admin fee / account holder | $1,779 | $17,111-89.6% | $13,955-87.2% | $11,599-84.7% |