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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 | $105,797 | $202,342-47.7% | $172,752-38.8% | $152,897-30.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.55% | 1029.83%-1006.3pp | 802.97%-779.4pp | 345.43%-321.9pp |
| Employer contribution / active EE | $6,535 | $5,858+11.6% | $5,144+27.0% | $4,764+37.2% |
| Participant deferral / active EE | $3,983 | $5,948-33.0% | $5,198-23.4% | $5,851-31.9% |
| Admin fee / account holder | $3,624 | $17,111-78.8% | $13,955-74.0% | $11,599-68.8% |