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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 | $58,103 | $202,342-71.3% | $172,752-66.4% | $152,897-62.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.80% | 1029.83%-1007.0pp | 802.97%-780.2pp | 345.43%-322.6pp |
| Employer contribution / active EE | $2,370 | $5,858-59.5% | $5,144-53.9% | $4,764-50.2% |
| Participant deferral / active EE | $6,991 | $5,948+17.5% | $5,198+34.5% | $5,851+19.5% |
| Admin fee / account holder | $1,083 | $17,111-93.7% | $13,955-92.2% | $11,599-90.7% |