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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 | $131,525 | $190,916-31.1% | $160,037-17.8% | $134,545-2.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 1104.58% | 552.79%+551.8pp | 408.95%+695.6pp | 418.37%+686.2pp |
| Employer contribution / active EE | $3,630 | $4,996-27.3% | $4,226-14.1% | $4,742-23.4% |
| Participant deferral / active EE | $6,783 | $6,925-2.0% | $6,184+9.7% | $6,401+6.0% |
| Admin fee / account holder | $1,256 | $10,497-88.0% | $8,716-85.6% | $11,431-89.0% |