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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 | $121,038 | $202,342-40.2% | $172,752-29.9% | $152,897-20.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.14% | 1029.83%-1009.7pp | 802.97%-782.8pp | 345.43%-325.3pp |
| Employer contribution / active EE | $4,770 | $5,858-18.6% | $5,144-7.3% | $4,764+0.1% |
| Participant deferral / active EE | $20,880 | $5,948+251.0% | $5,198+301.7% | $5,851+256.9% |
| Admin fee / account holder | $1,461 | $17,111-91.5% | $13,955-89.5% | $11,599-87.4% |