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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 | $141,970 | $202,342-29.8% | $172,752-17.8% | $152,897-7.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.22% | 1029.83%-1014.6pp | 802.97%-787.8pp | 345.43%-330.2pp |
| Employer contribution / active EE | $5,845 | $5,858-0.2% | $5,144+13.6% | $4,764+22.7% |
| Participant deferral / active EE | $5,777 | $5,948-2.9% | $5,198+11.2% | $5,851-1.3% |
| Admin fee / account holder | $20,185 | $17,111+18.0% | $13,955+44.6% | $11,599+74.0% |