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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 | $79,105 | $202,342-60.9% | $172,752-54.2% | $152,897-48.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.88% | 1029.83%-1006.9pp | 802.97%-780.1pp | 345.43%-322.6pp |
| Employer contribution / active EE | $6,162 | $5,858+5.2% | $5,144+19.8% | $4,764+29.4% |
| Participant deferral / active EE | $3,964 | $5,948-33.4% | $5,198-23.7% | $5,851-32.2% |
| Admin fee / account holder | $836 | $17,111-95.1% | $13,955-94.0% | $11,599-92.8% |