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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 | $179,169 | $180,466-0.7% | $154,114+16.3% | $135,382+32.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 6.82% | 888.15%-881.3pp | 735.16%-728.3pp | 519.77%-513.0pp |
| Employer contribution / active EE | $1,808 | $6,035-70.1% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $5,281 | $5,806-9.0% | $5,081+3.9% | $5,609-5.8% |
| Admin fee / account holder | $1,066 | $16,144-93.4% | $13,411-92.1% | $10,829-90.2% |