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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 | $187,812 | $160,059+17.3% | $140,019+34.1% | $135,379+38.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 17.62% | 911.44%-893.8pp | 651.15%-633.5pp | 519.79%-502.2pp |
| Employer contribution / active EE | $1,502 | $6,420-76.6% | $5,605-73.2% | $4,779-68.6% |
| Participant deferral / active EE | $5,970 | $7,641-21.9% | $6,927-13.8% | $5,609+6.4% |
| Admin fee / account holder | $3,688 | $13,328-72.3% | $10,705-65.5% | $10,828-65.9% |