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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 | $53,974 | $202,342-73.3% | $172,752-68.8% | $152,897-64.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.48% | 1029.83%-1004.3pp | 802.97%-777.5pp | 345.43%-320.0pp |
| Employer contribution / active EE | $2,084 | $5,858-64.4% | $5,144-59.5% | $4,764-56.3% |
| Participant deferral / active EE | $6,225 | $5,948+4.7% | $5,198+19.8% | $5,851+6.4% |
| Admin fee / account holder | $411 | $17,111-97.6% | $13,955-97.1% | $11,599-96.5% |