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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 | $71,961 | $202,342-64.4% | $172,752-58.3% | $152,897-52.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.35% | 1029.83%-1007.5pp | 802.97%-780.6pp | 345.43%-323.1pp |
| Employer contribution / active EE | $1,405 | $5,858-76.0% | $5,144-72.7% | $4,764-70.5% |
| Participant deferral / active EE | $4,810 | $5,948-19.1% | $5,198-7.5% | $5,851-17.8% |
| Admin fee / account holder | $869 | $17,111-94.9% | $13,955-93.8% | $11,599-92.5% |