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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 | $63,992 | $202,342-68.4% | $172,753-63.0% | $152,909-58.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.27% | 1029.88%-1004.6pp | 803.00%-777.7pp | 345.46%-320.2pp |
| Employer contribution / active EE | $5,833 | $5,857-0.4% | $5,144+13.4% | $4,764+22.4% |
| Participant deferral / active EE | $5,056 | $5,948-15.0% | $5,198-2.7% | $5,851-13.6% |
| Admin fee / account holder | $941 | $17,112-94.5% | $13,956-93.3% | $11,601-91.9% |