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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 | $53,743 | $202,342-73.4% | $172,752-68.9% | $152,897-64.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.62% | 1029.83%-1011.2pp | 802.97%-784.4pp | 345.43%-326.8pp |
| Employer contribution / active EE | $2,559 | $5,858-56.3% | $5,144-50.3% | $4,764-46.3% |
| Participant deferral / active EE | $3,283 | $5,948-44.8% | $5,198-36.8% | $5,851-43.9% |
| Admin fee / account holder | $1,210 | $17,111-92.9% | $13,955-91.3% | $11,599-89.6% |