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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 | $54,659 | $168,626-67.6% | $133,698-59.1% | $145,897-62.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 20.49% | 1168.99%-1148.5pp | 580.90%-560.4pp | 552.29%-531.8pp |
| Employer contribution / active EE | $3,788 | $5,290-28.4% | $4,218-10.2% | $4,663-18.8% |
| Participant deferral / active EE | $11,176 | $8,688+28.6% | $7,016+59.3% | $6,689+67.1% |
| Admin fee / account holder | $7,163 | $9,638-25.7% | $6,703+6.9% | $13,390-46.5% |