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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 | $80,746 | $202,342-60.1% | $172,752-53.3% | $152,897-47.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.08% | 1029.83%-1010.7pp | 802.97%-783.9pp | 345.43%-326.4pp |
| Employer contribution / active EE | $2,146 | $5,858-63.4% | $5,144-58.3% | $4,764-55.0% |
| Participant deferral / active EE | $3,506 | $5,948-41.1% | $5,198-32.5% | $5,851-40.1% |
| Admin fee / account holder | $4,060 | $17,111-76.3% | $13,955-70.9% | $11,599-65.0% |