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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 | $159,962 | $88,754+80.2% | $81,820+95.5% | $145,877+9.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.09% | 1031.77%-1018.7pp | 777.93%-764.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $3,999 | $3,085+29.6% | $2,915+37.2% | $4,663-14.2% |
| Participant deferral / active EE | $7,667 | $4,648+65.0% | $4,323+77.4% | $6,691+14.6% |
| Admin fee / account holder | $1,037 | $8,424-87.7% | $7,391-86.0% | $13,402-92.3% |