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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 | $54,145 | $202,342-73.2% | $172,752-68.7% | $152,897-64.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.11% | 1029.83%-1013.7pp | 802.97%-786.9pp | 345.43%-329.3pp |
| Employer contribution / active EE | $1,557 | $5,858-73.4% | $5,144-69.7% | $4,764-67.3% |
| Participant deferral / active EE | $6,810 | $5,948+14.5% | $5,198+31.0% | $5,851+16.4% |
| Admin fee / account holder | $29,084 | $17,111+70.0% | $13,955+108.4% | $11,599+150.7% |