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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 | $63,762 | $180,459-64.7% | $154,108-58.6% | $135,380-52.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10232.63% | 888.21%+9344.4pp | 735.21%+9497.4pp | 519.81%+9712.8pp |
| Employer contribution / active EE | $1,785 | $6,035-70.4% | $5,298-66.3% | $4,779-62.6% |
| Participant deferral / active EE | $5,487 | $5,806-5.5% | $5,081+8.0% | $5,609-2.2% |
| Admin fee / account holder | $1,028 | $16,145-93.6% | $13,411-92.3% | $10,828-90.5% |