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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 | $87,504 | $202,342-56.8% | $172,752-49.3% | $152,897-42.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.96% | 1029.83%-1007.9pp | 802.97%-781.0pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,414 | $5,858-58.8% | $5,144-53.1% | $4,764-49.3% |
| Participant deferral / active EE | $8,402 | $5,948+41.2% | $5,198+61.6% | $5,851+43.6% |
| Admin fee / account holder | $1,521 | $17,111-91.1% | $13,955-89.1% | $11,599-86.9% |