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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 | $158,890 | $202,342-21.5% | $172,752-8.0% | $152,897+3.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.63% | 1029.83%-1011.2pp | 802.97%-784.3pp | 345.43%-326.8pp |
| Employer contribution / active EE | $7,523 | $5,858+28.4% | $5,144+46.2% | $4,764+57.9% |
| Participant deferral / active EE | $6,553 | $5,948+10.2% | $5,198+26.1% | $5,851+12.0% |
| Admin fee / account holder | $1,164 | $17,111-93.2% | $13,955-91.7% | $11,599-90.0% |