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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 | $39,709 | $202,342-80.4% | $172,753-77.0% | $152,909-74.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.15% | 1029.88%-1005.7pp | 803.00%-778.9pp | 345.46%-321.3pp |
| Employer contribution / active EE | $2,672 | $5,857-54.4% | $5,144-48.1% | $4,764-43.9% |
| Participant deferral / active EE | $13,634 | $5,948+129.2% | $5,198+162.3% | $5,851+133.0% |
| Admin fee / account holder | $1,554 | $17,112-90.9% | $13,956-88.9% | $11,601-86.6% |