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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 | $141,857 | $202,326-29.9% | $172,745-17.9% | $152,870-7.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.02% | 1029.72%-1011.7pp | 802.90%-784.9pp | 345.34%-327.3pp |
| Employer contribution / active EE | $9,210 | $5,858+57.2% | $5,144+79.0% | $4,763+93.4% |
| Participant deferral / active EE | $4,555 | $5,948-23.4% | $5,197-12.4% | $5,850-22.1% |
| Admin fee / account holder | $588 | $17,110-96.6% | $13,954-95.8% | $11,597-94.9% |