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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 | $114,253 | $202,345-43.5% | $172,755-33.9% | $152,885-25.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.83% | 1029.77%-1009.9pp | 802.94%-783.1pp | 345.39%-325.6pp |
| Employer contribution / active EE | $7,266 | $5,858+24.0% | $5,144+41.3% | $4,763+52.6% |
| Participant deferral / active EE | $5,925 | $5,948-0.4% | $5,198+14.0% | $5,851+1.3% |
| Admin fee / account holder | $6,577 | $17,111-61.6% | $13,955-52.9% | $11,598-43.3% |