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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 | $126,353 | $202,342-37.6% | $172,752-26.9% | $152,897-17.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.87% | 1029.83%-1010.0pp | 802.97%-783.1pp | 345.43%-325.6pp |
| Employer contribution / active EE | $1,379 | $5,858-76.5% | $5,144-73.2% | $4,764-71.1% |
| Participant deferral / active EE | $3,882 | $5,948-34.7% | $5,198-25.3% | $5,851-33.7% |
| Admin fee / account holder | $4,991 | $17,111-70.8% | $13,955-64.2% | $11,599-57.0% |