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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 | $160,622 | $202,345-20.6% | $172,755-7.0% | $152,885+5.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.35% | 1029.77%-1005.4pp | 802.94%-778.6pp | 345.39%-321.0pp |
| Employer contribution / active EE | $3,544 | $5,858-39.5% | $5,144-31.1% | $4,763-25.6% |
| Participant deferral / active EE | $8,233 | $5,948+38.4% | $5,198+58.4% | $5,851+40.7% |
| Admin fee / account holder | $1,078 | $17,111-93.7% | $13,955-92.3% | $11,598-90.7% |