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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 | $117,714 | $202,342-41.8% | $172,752-31.9% | $152,897-23.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.65% | 1029.83%-1012.2pp | 802.97%-785.3pp | 345.43%-327.8pp |
| Employer contribution / active EE | $4,390 | $5,858-25.1% | $5,144-14.7% | $4,764-7.8% |
| Participant deferral / active EE | $3,766 | $5,948-36.7% | $5,198-27.5% | $5,851-35.6% |
| Admin fee / account holder | $1,586 | $17,111-90.7% | $13,955-88.6% | $11,599-86.3% |