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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 | $99,153 | $202,342-51.0% | $172,753-42.6% | $152,909-35.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.29% | 1029.88%-1010.6pp | 803.00%-783.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $4,673 | $5,857-20.2% | $5,144-9.1% | $4,764-1.9% |
| Participant deferral / active EE | $5,279 | $5,948-11.2% | $5,198+1.6% | $5,851-9.8% |
| Admin fee / account holder | $800 | $17,112-95.3% | $13,956-94.3% | $11,601-93.1% |