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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 | $121,108 | $202,342-40.1% | $172,752-29.9% | $152,897-20.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.88% | 1029.83%-1004.9pp | 802.97%-778.1pp | 345.43%-320.5pp |
| Employer contribution / active EE | $5,073 | $5,858-13.4% | $5,144-1.4% | $4,764+6.5% |
| Participant deferral / active EE | $7,050 | $5,948+18.5% | $5,198+35.6% | $5,851+20.5% |
| Admin fee / account holder | $5,975 | $17,111-65.1% | $13,955-57.2% | $11,599-48.5% |