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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 | $116,622 | $171,867-32.1% | $149,721-22.1% | $147,586-21.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.35% | 2113.36%-2098.0pp | 1501.67%-1486.3pp | 578.59%-563.2pp |
| Employer contribution / active EE | $2,219 | $6,275-64.6% | $5,444-59.2% | $4,876-54.5% |
| Participant deferral / active EE | $5,019 | $7,270-31.0% | $6,568-23.6% | $5,439-7.7% |
| Admin fee / account holder | $611 | $13,799-95.6% | $11,282-94.6% | $10,886-94.4% |