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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 | $86,308 | $202,342-57.3% | $172,752-50.0% | $152,897-43.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.77% | 1029.83%-1007.1pp | 802.97%-780.2pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,907 | $5,858-67.4% | $5,144-62.9% | $4,764-60.0% |
| Participant deferral / active EE | $5,802 | $5,948-2.5% | $5,198+11.6% | $5,851-0.8% |
| Admin fee / account holder | $17,745 | $17,111+3.7% | $13,955+27.2% | $11,599+53.0% |