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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 | $153,658 | $202,342-24.1% | $172,752-11.1% | $152,897+0.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.59% | 1029.83%-1008.2pp | 802.97%-781.4pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,442 | $5,858-75.4% | $5,144-72.0% | $4,764-69.7% |
| Participant deferral / active EE | $5,686 | $5,948-4.4% | $5,198+9.4% | $5,851-2.8% |
| Admin fee / account holder | $972 | $17,111-94.3% | $13,955-93.0% | $11,599-91.6% |