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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 | $107,385 | $202,342-46.9% | $172,753-37.8% | $152,909-29.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.34% | 1029.88%-1009.5pp | 803.00%-782.7pp | 345.46%-325.1pp |
| Employer contribution / active EE | $1,477 | $5,857-74.8% | $5,144-71.3% | $4,764-69.0% |
| Participant deferral / active EE | $6,611 | $5,948+11.1% | $5,198+27.2% | $5,851+13.0% |
| Admin fee / account holder | $352 | $17,112-97.9% | $13,956-97.5% | $11,601-97.0% |