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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 | $86,538 | $202,342-57.2% | $172,752-49.9% | $152,897-43.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.47% | 1029.83%-1013.4pp | 802.97%-786.5pp | 345.43%-329.0pp |
| Employer contribution / active EE | $2,060 | $5,858-64.8% | $5,144-60.0% | $4,764-56.8% |
| Participant deferral / active EE | $8,218 | $5,948+38.2% | $5,198+58.1% | $5,851+40.4% |
| Admin fee / account holder | $62,334 | $17,111+264.3% | $13,955+346.7% | $11,599+437.4% |