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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 | $138,177 | $202,342-31.7% | $172,752-20.0% | $152,897-9.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.17% | 1029.83%-1010.7pp | 802.97%-783.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $9,509 | $5,858+62.3% | $5,144+84.8% | $4,764+99.6% |
| Participant deferral / active EE | $5,869 | $5,948-1.3% | $5,198+12.9% | $5,851+0.3% |
| Admin fee / account holder | $2,239 | $17,111-86.9% | $13,955-84.0% | $11,599-80.7% |