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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 | $122,768 | $202,342-39.3% | $172,753-28.9% | $152,909-19.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.19% | 1029.88%-1008.7pp | 803.00%-781.8pp | 345.46%-324.3pp |
| Employer contribution / active EE | $2,370 | $5,857-59.5% | $5,144-53.9% | $4,764-50.3% |
| Participant deferral / active EE | $6,780 | $5,948+14.0% | $5,198+30.4% | $5,851+15.9% |
| Admin fee / account holder | $782 | $17,112-95.4% | $13,956-94.4% | $11,601-93.3% |