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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 | $99,835 | $202,345-50.7% | $172,755-42.2% | $152,885-34.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.86% | 1029.77%-1016.9pp | 802.94%-790.1pp | 345.39%-332.5pp |
| Employer contribution / active EE | $5,695 | $5,858-2.8% | $5,144+10.7% | $4,763+19.6% |
| Participant deferral / active EE | $8,575 | $5,948+44.2% | $5,198+65.0% | $5,851+46.6% |
| Admin fee / account holder | $592 | $17,111-96.5% | $13,955-95.8% | $11,598-94.9% |