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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 | $175,942 | $156,963+12.1% | $121,204+45.2% | $139,466+26.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.63% | 1476.75%-1457.1pp | 987.18%-967.5pp | 373.66%-354.0pp |
| Employer contribution / active EE | $2,214 | $5,544-60.1% | $4,170-46.9% | $4,754-53.4% |
| Participant deferral / active EE | $3,791 | $4,848-21.8% | $4,083-7.1% | $6,712-43.5% |
| Admin fee / account holder | $1,112 | $6,953-84.0% | $5,651-80.3% | $11,409-90.3% |