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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 | $112,749 | $202,342-44.3% | $172,753-34.7% | $152,909-26.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.39% | 1029.88%-1013.5pp | 803.00%-786.6pp | 345.46%-329.1pp |
| Employer contribution / active EE | $7,476 | $5,857+27.6% | $5,144+45.3% | $4,764+56.9% |
| Participant deferral / active EE | $5,988 | $5,948+0.7% | $5,198+15.2% | $5,851+2.3% |
| Admin fee / account holder | $1,058 | $17,112-93.8% | $13,956-92.4% | $11,601-90.9% |