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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 | $133,386 | $202,342-34.1% | $172,752-22.8% | $152,897-12.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.10% | 1029.83%-1005.7pp | 802.97%-778.9pp | 345.43%-321.3pp |
| Employer contribution / active EE | $3,549 | $5,858-39.4% | $5,144-31.0% | $4,764-25.5% |
| Participant deferral / active EE | $5,793 | $5,948-2.6% | $5,198+11.5% | $5,851-1.0% |
| Admin fee / account holder | $2,132 | $17,111-87.5% | $13,955-84.7% | $11,599-81.6% |