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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 | $90,149 | $202,342-55.4% | $172,753-47.8% | $152,909-41.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.77% | 1029.88%-1015.1pp | 803.00%-788.2pp | 345.46%-330.7pp |
| Employer contribution / active EE | $1,415 | $5,857-75.9% | $5,144-72.5% | $4,764-70.3% |
| Participant deferral / active EE | $5,548 | $5,948-6.7% | $5,198+6.7% | $5,851-5.2% |
| Admin fee / account holder | $1,381 | $17,112-91.9% | $13,956-90.1% | $11,601-88.1% |