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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 | $121,804 | $202,345-39.8% | $172,755-29.5% | $152,885-20.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.79% | 1029.77%-1011.0pp | 802.94%-784.1pp | 345.39%-326.6pp |
| Employer contribution / active EE | $4,177 | $5,858-28.7% | $5,144-18.8% | $4,763-12.3% |
| Participant deferral / active EE | $4,288 | $5,948-27.9% | $5,198-17.5% | $5,851-26.7% |
| Admin fee / account holder | $5,511 | $17,111-67.8% | $13,955-60.5% | $11,598-52.5% |