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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 | $158,761 | $202,342-21.5% | $172,752-8.1% | $152,897+3.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.72% | 1029.83%-1015.1pp | 802.97%-788.3pp | 345.43%-330.7pp |
| Employer contribution / active EE | $3,407 | $5,858-41.8% | $5,144-33.8% | $4,764-28.5% |
| Participant deferral / active EE | $4,676 | $5,948-21.4% | $5,198-10.0% | $5,851-20.1% |
| Admin fee / account holder | $5,189 | $17,111-69.7% | $13,955-62.8% | $11,599-55.3% |