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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 | $82,644 | $202,342-59.2% | $172,752-52.2% | $152,897-45.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.12% | 1029.83%-1007.7pp | 802.97%-780.8pp | 345.43%-323.3pp |
| Employer contribution / active EE | $3,985 | $5,858-32.0% | $5,144-22.5% | $4,764-16.3% |
| Participant deferral / active EE | $3,958 | $5,948-33.5% | $5,198-23.9% | $5,851-32.4% |
| Admin fee / account holder | $2,274 | $17,111-86.7% | $13,955-83.7% | $11,599-80.4% |