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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 | $80,204 | $171,867-53.3% | $149,718-46.4% | $147,585-45.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.71% | 2113.36%-2097.7pp | 1501.70%-1486.0pp | 578.57%-562.9pp |
| Employer contribution / active EE | $8,691 | $6,275+38.5% | $5,444+59.6% | $4,876+78.2% |
| Participant deferral / active EE | $8,574 | $7,270+17.9% | $6,568+30.5% | $5,439+57.6% |
| Admin fee / account holder | $14,596 | $13,799+5.8% | $11,283+29.4% | $10,885+34.1% |