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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 | $60,471 | $202,342-70.1% | $172,752-65.0% | $152,897-60.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.69% | 1029.83%-1005.1pp | 802.97%-778.3pp | 345.43%-320.7pp |
| Employer contribution / active EE | $5,691 | $5,858-2.8% | $5,144+10.6% | $4,764+19.5% |
| Participant deferral / active EE | $4,287 | $5,948-27.9% | $5,198-17.5% | $5,851-26.7% |
| Admin fee / account holder | $659 | $17,111-96.1% | $13,955-95.3% | $11,599-94.3% |