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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 | $98,418 | $202,345-51.4% | $172,755-43.0% | $152,885-35.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.14% | 1029.77%-1002.6pp | 802.94%-775.8pp | 345.39%-318.3pp |
| Employer contribution / active EE | $2,145 | $5,858-63.4% | $5,144-58.3% | $4,763-55.0% |
| Participant deferral / active EE | $5,642 | $5,948-5.1% | $5,198+8.5% | $5,851-3.6% |
| Admin fee / account holder | $1,329 | $17,111-92.2% | $13,955-90.5% | $11,598-88.5% |