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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 | $105,359 | $202,342-47.9% | $172,752-39.0% | $152,897-31.1% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 28.80% | 1029.83%-1001.0pp | 802.97%-774.2pp | 345.43%-316.6pp |
| Employer contribution / active EE | $5,124 | $5,858-12.5% | $5,144-0.4% | $4,764+7.6% |
| Participant deferral / active EE | $3,428 | $5,948-42.4% | $5,198-34.1% | $5,851-41.4% |
| Admin fee / account holder | $1,351 | $17,111-92.1% | $13,955-90.3% | $11,599-88.4% |