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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 | $160,350 | $202,342-20.8% | $172,752-7.2% | $152,897+4.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.87% | 1029.83%-1014.0pp | 802.97%-787.1pp | 345.43%-329.6pp |
| Employer contribution / active EE | $6,266 | $5,858+7.0% | $5,144+21.8% | $4,764+31.5% |
| Participant deferral / active EE | $5,930 | $5,948-0.3% | $5,198+14.1% | $5,851+1.3% |
| Admin fee / account holder | $12,649 | $17,111-26.1% | $13,955-9.4% | $11,599+9.1% |