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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 | $49,510 | $202,342-75.5% | $172,752-71.3% | $152,897-67.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.54% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $5,709 | $5,858-2.5% | $5,144+11.0% | $4,764+19.8% |
| Participant deferral / active EE | $4,961 | $5,948-16.6% | $5,198-4.6% | $5,851-15.2% |
| Admin fee / account holder | $826 | $17,111-95.2% | $13,955-94.1% | $11,599-92.9% |