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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 | $131,786 | $202,342-34.9% | $172,752-23.7% | $152,897-13.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.30% | 1029.83%-1010.5pp | 802.97%-783.7pp | 345.43%-326.1pp |
| Employer contribution / active EE | $3,672 | $5,858-37.3% | $5,144-28.6% | $4,764-22.9% |
| Participant deferral / active EE | $6,547 | $5,948+10.1% | $5,198+26.0% | $5,851+11.9% |
| Admin fee / account holder | $4,157 | $17,111-75.7% | $13,955-70.2% | $11,599-64.2% |