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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 | $38,393 | $202,342-81.0% | $172,752-77.8% | $152,897-74.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.47% | 1029.83%-1017.4pp | 802.97%-790.5pp | 345.43%-333.0pp |
| Employer contribution / active EE | $2,262 | $5,858-61.4% | $5,144-56.0% | $4,764-52.5% |
| Participant deferral / active EE | $3,794 | $5,948-36.2% | $5,198-27.0% | $5,851-35.2% |
| Admin fee / account holder | $55,247 | $17,111+222.9% | $13,955+295.9% | $11,599+376.3% |