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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 | $182,140 | $202,342-10.0% | $172,753+5.4% | $152,909+19.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.63% | 1029.88%-1011.2pp | 803.00%-784.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $1,729 | $5,857-70.5% | $5,144-66.4% | $4,764-63.7% |
| Participant deferral / active EE | $4,971 | $5,948-16.4% | $5,198-4.4% | $5,851-15.0% |
| Admin fee / account holder | $5,132 | $17,112-70.0% | $13,956-63.2% | $11,601-55.8% |