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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 | $165,195 | $202,326-18.4% | $172,745-4.4% | $152,870+8.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.99% | 1029.72%-1014.7pp | 802.90%-787.9pp | 345.34%-330.4pp |
| Employer contribution / active EE | $5,000 | $5,858-14.6% | $5,144-2.8% | $4,763+5.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,452 | $17,110-91.5% | $13,954-89.6% | $11,597-87.5% |