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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 | $59,252 | $202,342-70.7% | $172,752-65.7% | $152,897-61.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.64% | 1029.83%-1010.2pp | 802.97%-783.3pp | 345.43%-325.8pp |
| Employer contribution / active EE | $3,797 | $5,858-35.2% | $5,144-26.2% | $4,764-20.3% |
| Participant deferral / active EE | $4,003 | $5,948-32.7% | $5,198-23.0% | $5,851-31.6% |
| Admin fee / account holder | $1,372 | $17,111-92.0% | $13,955-90.2% | $11,599-88.2% |