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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 | $90,895 | $202,342-55.1% | $172,752-47.4% | $152,897-40.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.54% | 1029.83%-1009.3pp | 802.97%-782.4pp | 345.43%-324.9pp |
| Employer contribution / active EE | $3,827 | $5,858-34.7% | $5,144-25.6% | $4,764-19.7% |
| Participant deferral / active EE | $4,513 | $5,948-24.1% | $5,198-13.2% | $5,851-22.9% |
| Admin fee / account holder | $953 | $17,111-94.4% | $13,955-93.2% | $11,599-91.8% |