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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 | $78,493 | $202,342-61.2% | $172,753-54.6% | $152,909-48.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.12% | 1029.88%-1013.8pp | 803.00%-786.9pp | 345.46%-329.3pp |
| Employer contribution / active EE | $2,508 | $5,857-57.2% | $5,144-51.2% | $4,764-47.3% |
| Participant deferral / active EE | $6,901 | $5,948+16.0% | $5,198+32.8% | $5,851+17.9% |
| Admin fee / account holder | $154,046 | $17,112+800.2% | $13,956+1003.8% | $11,601+1227.9% |