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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 | $147,703 | $180,459-18.2% | $154,108-4.2% | $135,380+9.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 18.70% | 888.21%-869.5pp | 735.21%-716.5pp | 519.81%-501.1pp |
| Employer contribution / active EE | $3,652 | $6,035-39.5% | $5,298-31.1% | $4,779-23.6% |
| Participant deferral / active EE | $5,444 | $5,806-6.2% | $5,081+7.2% | $5,609-2.9% |
| Admin fee / account holder | $533 | $16,145-96.7% | $13,411-96.0% | $10,828-95.1% |