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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 | $154,131 | $202,342-23.8% | $172,753-10.8% | $152,909+0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.49% | 1029.88%-1000.4pp | 803.00%-773.5pp | 345.46%-316.0pp |
| Employer contribution / active EE | $5,985 | $5,857+2.2% | $5,144+16.3% | $4,764+25.6% |
| Participant deferral / active EE | $5,840 | $5,948-1.8% | $5,198+12.4% | $5,851-0.2% |
| Admin fee / account holder | $2,417 | $17,112-85.9% | $13,956-82.7% | $11,601-79.2% |