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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 | $186,670 | $202,342-7.7% | $172,753+8.1% | $152,909+22.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.00% | 1029.88%-1014.9pp | 803.00%-788.0pp | 345.46%-330.5pp |
| Employer contribution / active EE | $8,055 | $5,857+37.5% | $5,144+56.6% | $4,764+69.1% |
| Participant deferral / active EE | $5,512 | $5,948-7.3% | $5,198+6.1% | $5,851-5.8% |
| Admin fee / account holder | $1,505 | $17,112-91.2% | $13,956-89.2% | $11,601-87.0% |