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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 | $126,461 | $202,342-37.5% | $172,753-26.8% | $152,909-17.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.89% | 1029.88%-1013.0pp | 803.00%-786.1pp | 345.46%-328.6pp |
| Employer contribution / active EE | $2,442 | $5,857-58.3% | $5,144-52.5% | $4,764-48.7% |
| Participant deferral / active EE | $7,400 | $5,948+24.4% | $5,198+42.4% | $5,851+26.5% |
| Admin fee / account holder | $11,449 | $17,112-33.1% | $13,956-18.0% | $11,601-1.3% |