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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 | $152,519 | $202,342-24.6% | $172,753-11.7% | $152,909-0.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 14.76% | 1029.88%-1015.1pp | 803.00%-788.2pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,421 | $5,948-25.7% | $5,198-14.9% | $5,851-24.4% |
| Admin fee / account holder | $1,060 | $17,112-93.8% | $13,956-92.4% | $11,601-90.9% |