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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 | $37,393 | $202,342-81.5% | $172,753-78.4% | $152,909-75.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.02% | 1029.88%-1010.9pp | 803.00%-784.0pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,691 | $5,857-54.1% | $5,144-47.7% | $4,764-43.5% |
| Participant deferral / active EE | $3,318 | $5,948-44.2% | $5,198-36.2% | $5,851-43.3% |
| Admin fee / account holder | $882 | $17,112-94.8% | $13,956-93.7% | $11,601-92.4% |