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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 | $46,943 | $202,345-76.8% | $172,755-72.8% | $152,885-69.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.05% | 1029.77%-1012.7pp | 802.94%-785.9pp | 345.39%-328.3pp |
| Employer contribution / active EE | $2,610 | $5,858-55.4% | $5,144-49.3% | $4,763-45.2% |
| Participant deferral / active EE | $5,068 | $5,948-14.8% | $5,198-2.5% | $5,851-13.4% |
| Admin fee / account holder | $524 | $17,111-96.9% | $13,955-96.2% | $11,598-95.5% |