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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 | $152,444 | $202,342-24.7% | $172,752-11.8% | $152,897-0.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.52% | 1029.83%-1011.3pp | 802.97%-784.4pp | 345.43%-326.9pp |
| Employer contribution / active EE | $9,063 | $5,858+54.7% | $5,144+76.2% | $4,764+90.3% |
| Participant deferral / active EE | $6,201 | $5,948+4.2% | $5,198+19.3% | $5,851+6.0% |
| Admin fee / account holder | $1,883 | $17,111-89.0% | $13,955-86.5% | $11,599-83.8% |