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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 | $158,886 | $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 | 21.53% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $3,488 | $5,858-40.5% | $5,144-32.2% | $4,764-26.8% |
| Participant deferral / active EE | $2,793 | $5,948-53.0% | $5,198-46.3% | $5,851-52.3% |
| Admin fee / account holder | $3,042 | $17,111-82.2% | $13,955-78.2% | $11,599-73.8% |