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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 | $94,066 | $202,342-53.5% | $172,753-45.5% | $152,909-38.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.26% | 1029.88%-1015.6pp | 803.00%-788.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $6,255 | $5,857+6.8% | $5,144+21.6% | $4,764+31.3% |
| Participant deferral / active EE | $7,154 | $5,948+20.3% | $5,198+37.6% | $5,851+22.3% |
| Admin fee / account holder | $46,919 | $17,112+174.2% | $13,956+236.2% | $11,601+304.5% |