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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 | $185,938 | $202,342-8.1% | $172,753+7.6% | $152,909+21.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.35% | 1029.88%-1001.5pp | 803.00%-774.6pp | 345.46%-317.1pp |
| Employer contribution / active EE | $3,081 | $5,857-47.4% | $5,144-40.1% | $4,764-35.3% |
| Participant deferral / active EE | $3,226 | $5,948-45.8% | $5,198-37.9% | $5,851-44.9% |
| Admin fee / account holder | $1,654 | $17,112-90.3% | $13,956-88.1% | $11,601-85.7% |