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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 | $75,804 | $202,342-62.5% | $172,752-56.1% | $152,897-50.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.09% | 1029.83%-1005.7pp | 802.97%-778.9pp | 345.43%-321.3pp |
| Employer contribution / active EE | $4,651 | $5,858-20.6% | $5,144-9.6% | $4,764-2.4% |
| Participant deferral / active EE | $6,792 | $5,948+14.2% | $5,198+30.7% | $5,851+16.1% |
| Admin fee / account holder | $4,633 | $17,111-72.9% | $13,955-66.8% | $11,599-60.1% |