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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 | $52,378 | $202,342-74.1% | $172,753-69.7% | $152,909-65.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.79% | 1029.88%-1006.1pp | 803.00%-779.2pp | 345.46%-321.7pp |
| Employer contribution / active EE | $3,611 | $5,857-38.4% | $5,144-29.8% | $4,764-24.2% |
| Participant deferral / active EE | $4,889 | $5,948-17.8% | $5,198-5.9% | $5,851-16.4% |
| Admin fee / account holder | $1,010 | $17,112-94.1% | $13,956-92.8% | $11,601-91.3% |