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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 | $68,646 | $202,345-66.1% | $172,755-60.3% | $152,885-55.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.05% | 1029.77%-1012.7pp | 802.94%-785.9pp | 345.39%-328.3pp |
| Employer contribution / active EE | $1,604 | $5,858-72.6% | $5,144-68.8% | $4,763-66.3% |
| Participant deferral / active EE | $6,597 | $5,948+10.9% | $5,198+26.9% | $5,851+12.7% |
| Admin fee / account holder | $820 | $17,111-95.2% | $13,955-94.1% | $11,598-92.9% |