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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 | $157,786 | $202,342-22.0% | $172,752-8.7% | $152,897+3.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.76% | 1029.83%-1016.1pp | 802.97%-789.2pp | 345.43%-331.7pp |
| Employer contribution / active EE | $4,455 | $5,858-23.9% | $5,144-13.4% | $4,764-6.5% |
| Participant deferral / active EE | $4,694 | $5,948-21.1% | $5,198-9.7% | $5,851-19.8% |
| Admin fee / account holder | $721 | $17,111-95.8% | $13,955-94.8% | $11,599-93.8% |