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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 | $156,796 | $202,342-22.5% | $172,752-9.2% | $152,897+2.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.20% | 1029.83%-1015.6pp | 802.97%-788.8pp | 345.43%-331.2pp |
| Employer contribution / active EE | $9,966 | $5,858+70.1% | $5,144+93.7% | $4,764+109.2% |
| Participant deferral / active EE | $5,342 | $5,948-10.2% | $5,198+2.8% | $5,851-8.7% |
| Admin fee / account holder | $2,734 | $17,111-84.0% | $13,955-80.4% | $11,599-76.4% |