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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 | $141,902 | $202,342-29.9% | $172,752-17.9% | $152,897-7.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.96% | 1029.83%-1007.9pp | 802.97%-781.0pp | 345.43%-323.5pp |
| Employer contribution / active EE | $3,974 | $5,858-32.2% | $5,144-22.7% | $4,764-16.6% |
| Participant deferral / active EE | $5,506 | $5,948-7.4% | $5,198+5.9% | $5,851-5.9% |
| Admin fee / account holder | $743 | $17,111-95.7% | $13,955-94.7% | $11,599-93.6% |