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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 | $66,546 | $202,342-67.1% | $172,753-61.5% | $152,909-56.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.56% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.9pp |
| Employer contribution / active EE | $1,759 | $5,857-70.0% | $5,144-65.8% | $4,764-63.1% |
| Participant deferral / active EE | $5,348 | $5,948-10.1% | $5,198+2.9% | $5,851-8.6% |
| Admin fee / account holder | $3,833 | $17,112-77.6% | $13,956-72.5% | $11,601-67.0% |