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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 | $127,779 | $209,425-39.0% | $178,499-28.4% | $158,966-19.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.14% | 188.80%-148.7pp | 151.10%-111.0pp | 302.95%-262.8pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,240 | $5,955-12.0% | $5,202+0.7% | $5,983-12.4% |
| Admin fee / account holder | $588 | $17,078-96.6% | $13,986-95.8% | $11,250-94.8% |