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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 | $197,039 | $202,342-2.6% | $172,752+14.1% | $152,897+28.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.16% | 1029.83%-1009.7pp | 802.97%-782.8pp | 345.43%-325.3pp |
| Employer contribution / active EE | $4,854 | $5,858-17.1% | $5,144-5.6% | $4,764+1.9% |
| Participant deferral / active EE | $8,030 | $5,948+35.0% | $5,198+54.5% | $5,851+37.2% |
| Admin fee / account holder | $41,255 | $17,111+141.1% | $13,955+195.6% | $11,599+255.7% |