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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 | $64,568 | $202,342-68.1% | $172,752-62.6% | $152,897-57.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.05% | 1029.83%-1008.8pp | 802.97%-781.9pp | 345.43%-324.4pp |
| Employer contribution / active EE | $20,167 | $5,858+244.3% | $5,144+292.0% | $4,764+323.4% |
| Participant deferral / active EE | $3,917 | $5,948-34.2% | $5,198-24.6% | $5,851-33.1% |
| Admin fee / account holder | $955 | $17,111-94.4% | $13,955-93.2% | $11,599-91.8% |