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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 | $72,298 | $202,342-64.3% | $172,753-58.1% | $152,909-52.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.25% | 1029.88%-1009.6pp | 803.00%-782.8pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,756 | $5,857-70.0% | $5,144-65.9% | $4,764-63.1% |
| Participant deferral / active EE | $6,341 | $5,948+6.6% | $5,198+22.0% | $5,851+8.4% |
| Admin fee / account holder | $35,641 | $17,112+108.3% | $13,956+155.4% | $11,601+207.2% |