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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 | $160,340 | $156,970+2.1% | $121,210+32.3% | $139,487+14.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 22.51% | 1477.10%-1454.6pp | 987.41%-964.9pp | 373.84%-351.3pp |
| Employer contribution / active EE | $4,120 | $5,546-25.7% | $4,171-1.2% | $4,755-13.3% |
| Participant deferral / active EE | $4,120 | $4,849-15.0% | $4,084+0.9% | $6,713-38.6% |
| Admin fee / account holder | $441 | $6,947-93.7% | $5,647-92.2% | $11,407-96.1% |