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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 | $41,665 | $202,342-79.4% | $172,753-75.9% | $152,909-72.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.32% | 1029.88%-1011.6pp | 803.00%-784.7pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,890 | $5,857-67.7% | $5,144-63.3% | $4,764-60.3% |
| Participant deferral / active EE | $3,196 | $5,948-46.3% | $5,198-38.5% | $5,851-45.4% |
| Admin fee / account holder | $14,437 | $17,112-15.6% | $13,956+3.5% | $11,601+24.5% |