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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 | $100,826 | $202,342-50.2% | $172,752-41.6% | $152,897-34.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.79% | 1029.83%-1006.0pp | 802.97%-779.2pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,401 | $5,858-76.1% | $5,144-72.8% | $4,764-70.6% |
| Participant deferral / active EE | $5,687 | $5,948-4.4% | $5,198+9.4% | $5,851-2.8% |
| Admin fee / account holder | $1,796 | $17,111-89.5% | $13,955-87.1% | $11,599-84.5% |