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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 | $62,526 | $202,342-69.1% | $172,752-63.8% | $152,897-59.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.45% | 1029.83%-1007.4pp | 802.97%-780.5pp | 345.43%-323.0pp |
| Employer contribution / active EE | $2,110 | $5,858-64.0% | $5,144-59.0% | $4,764-55.7% |
| Participant deferral / active EE | $4,278 | $5,948-28.1% | $5,198-17.7% | $5,851-26.9% |
| Admin fee / account holder | $451 | $17,111-97.4% | $13,955-96.8% | $11,599-96.1% |