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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 | $105,990 | $156,963-32.5% | $121,204-12.6% | $139,466-24.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.44% | 1476.75%-1456.3pp | 987.18%-966.7pp | 373.66%-353.2pp |
| Employer contribution / active EE | $6,595 | $5,544+18.9% | $4,170+58.2% | $4,754+38.7% |
| Participant deferral / active EE | $4,891 | $4,848+0.9% | $4,083+19.8% | $6,712-27.1% |
| Admin fee / account holder | $442 | $6,953-93.6% | $5,651-92.2% | $11,409-96.1% |