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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 | $31,952 | $202,342-84.2% | $172,753-81.5% | $152,909-79.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.04% | 1029.88%-1012.8pp | 803.00%-786.0pp | 345.46%-328.4pp |
| Employer contribution / active EE | $3,220 | $5,857-45.0% | $5,144-37.4% | $4,764-32.4% |
| Participant deferral / active EE | $3,577 | $5,948-39.9% | $5,198-31.2% | $5,851-38.9% |
| Admin fee / account holder | $2,440 | $17,112-85.7% | $13,956-82.5% | $11,601-79.0% |