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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 | $126,895 | $202,342-37.3% | $172,752-26.5% | $152,897-17.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.20% | 1029.83%-1009.6pp | 802.97%-782.8pp | 345.43%-325.2pp |
| Employer contribution / active EE | $1,617 | $5,858-72.4% | $5,144-68.6% | $4,764-66.0% |
| Participant deferral / active EE | $4,891 | $5,948-17.8% | $5,198-5.9% | $5,851-16.4% |
| Admin fee / account holder | $25,439 | $17,111+48.7% | $13,955+82.3% | $11,599+119.3% |