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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 | $175,052 | $202,342-13.5% | $172,752+1.3% | $152,897+14.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.00% | 1029.83%-1002.8pp | 802.97%-776.0pp | 345.43%-318.4pp |
| Employer contribution / active EE | $2,531 | $5,858-56.8% | $5,144-50.8% | $4,764-46.9% |
| Participant deferral / active EE | $9,365 | $5,948+57.4% | $5,198+80.2% | $5,851+60.1% |
| Admin fee / account holder | $1,412 | $17,111-91.7% | $13,955-89.9% | $11,599-87.8% |