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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 | $127,163 | $217,432-41.5% | $185,851-31.6% | $167,553-24.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 423.12% | 148.43%+274.7pp | 122.11%+301.0pp | 478.89%-55.8pp |
| Employer contribution / active EE | $5,485 | $5,874-6.6% | $5,168+6.1% | $4,840+13.3% |
| Participant deferral / active EE | $9,000 | $6,357+41.6% | $5,569+61.6% | $6,343+41.9% |
| Admin fee / account holder | $539 | $19,820-97.3% | $16,245-96.7% | $12,316-95.6% |