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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 | $67,344 | $202,342-66.7% | $172,753-61.0% | $152,909-56.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.08% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,984 | $5,857-66.1% | $5,144-61.4% | $4,764-58.4% |
| Participant deferral / active EE | $5,620 | $5,948-5.5% | $5,198+8.1% | $5,851-4.0% |
| Admin fee / account holder | $590 | $17,112-96.6% | $13,956-95.8% | $11,601-94.9% |