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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 | $153,716 | $202,345-24.0% | $172,755-11.0% | $152,885+0.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.65% | 1029.77%-1003.1pp | 802.94%-776.3pp | 345.39%-318.7pp |
| Employer contribution / active EE | $5,971 | $5,858+1.9% | $5,144+16.1% | $4,763+25.4% |
| Participant deferral / active EE | $10,248 | $5,948+72.3% | $5,198+97.2% | $5,851+75.2% |
| Admin fee / account holder | $15,338 | $17,111-10.4% | $13,955+9.9% | $11,598+32.2% |