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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 | $74,906 | $202,342-63.0% | $172,753-56.6% | $152,909-51.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 36.32% | 1029.88%-993.6pp | 803.00%-766.7pp | 345.46%-309.1pp |
| Employer contribution / active EE | $3,386 | $5,857-42.2% | $5,144-34.2% | $4,764-28.9% |
| Participant deferral / active EE | $6,738 | $5,948+13.3% | $5,198+29.6% | $5,851+15.1% |
| Admin fee / account holder | $844 | $17,112-95.1% | $13,956-93.9% | $11,601-92.7% |