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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 | $75,242 | $202,342-62.8% | $172,752-56.4% | $152,897-50.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.12% | 1029.83%-1006.7pp | 802.97%-779.9pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,527 | $5,858-73.9% | $5,144-70.3% | $4,764-67.9% |
| Participant deferral / active EE | $10,304 | $5,948+73.2% | $5,198+98.2% | $5,851+76.1% |
| Admin fee / account holder | $1,678 | $17,111-90.2% | $13,955-88.0% | $11,599-85.5% |