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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 | $157,121 | $202,342-22.3% | $172,752-9.0% | $152,897+2.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.73% | 1029.83%-1006.1pp | 802.97%-779.2pp | 345.43%-321.7pp |
| Employer contribution / active EE | $5,000 | $5,858-14.6% | $5,144-2.8% | $4,764+5.0% |
| Participant deferral / active EE | $9,732 | $5,948+63.6% | $5,198+87.2% | $5,851+66.3% |
| Admin fee / account holder | $8,519 | $17,111-50.2% | $13,955-39.0% | $11,599-26.6% |