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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 | $129,298 | $202,342-36.1% | $172,753-25.2% | $152,909-15.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.24% | 1029.88%-1014.6pp | 803.00%-787.8pp | 345.46%-330.2pp |
| Employer contribution / active EE | $6,099 | $5,857+4.1% | $5,144+18.6% | $4,764+28.0% |
| Participant deferral / active EE | $4,458 | $5,948-25.1% | $5,198-14.2% | $5,851-23.8% |
| Admin fee / account holder | $729 | $17,112-95.7% | $13,956-94.8% | $11,601-93.7% |