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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 | $118,973 | $202,342-41.2% | $172,753-31.1% | $152,909-22.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.24% | 1029.88%-1013.6pp | 803.00%-786.8pp | 345.46%-329.2pp |
| Employer contribution / active EE | $10,779 | $5,857+84.0% | $5,144+109.5% | $4,764+126.3% |
| Participant deferral / active EE | $7,879 | $5,948+32.5% | $5,198+51.6% | $5,851+34.7% |
| Admin fee / account holder | $1,148 | $17,112-93.3% | $13,956-91.8% | $11,601-90.1% |