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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 | $125,460 | $202,342-38.0% | $172,753-27.4% | $152,909-18.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.76% | 1029.88%-998.1pp | 803.00%-771.2pp | 345.46%-313.7pp |
| Employer contribution / active EE | $1,697 | $5,857-71.0% | $5,144-67.0% | $4,764-64.4% |
| Participant deferral / active EE | $4,168 | $5,948-29.9% | $5,198-19.8% | $5,851-28.8% |
| Admin fee / account holder | $19,778 | $17,112+15.6% | $13,956+41.7% | $11,601+70.5% |