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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 | $31,403 | $202,342-84.5% | $172,753-81.8% | $152,909-79.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.97% | 1029.88%-1004.9pp | 803.00%-778.0pp | 345.46%-320.5pp |
| Employer contribution / active EE | $3,890 | $5,857-33.6% | $5,144-24.4% | $4,764-18.3% |
| Participant deferral / active EE | $6,575 | $5,948+10.5% | $5,198+26.5% | $5,851+12.4% |
| Admin fee / account holder | $3,463 | $17,112-79.8% | $13,956-75.2% | $11,601-70.1% |