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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 | $44,568 | $202,342-78.0% | $172,752-74.2% | $152,897-70.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.20% | 1029.83%-1012.6pp | 802.97%-785.8pp | 345.43%-328.2pp |
| Employer contribution / active EE | $2,237 | $5,858-61.8% | $5,144-56.5% | $4,764-53.0% |
| Participant deferral / active EE | $4,926 | $5,948-17.2% | $5,198-5.2% | $5,851-15.8% |
| Admin fee / account holder | $17,189 | $17,111+0.5% | $13,955+23.2% | $11,599+48.2% |