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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 | $100,759 | $202,345-50.2% | $172,755-41.7% | $152,885-34.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 21.86% | 1029.77%-1007.9pp | 802.94%-781.1pp | 345.39%-323.5pp |
| Employer contribution / active EE | $0 | $5,858-100.0% | $5,144-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,061 | $5,948-14.9% | $5,198-2.6% | $5,851-13.5% |
| Admin fee / account holder | $774 | $17,111-95.5% | $13,955-94.5% | $11,598-93.3% |