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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 | $181,411 | $202,342-10.3% | $172,753+5.0% | $152,909+18.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.62% | 1029.88%-1011.3pp | 803.00%-784.4pp | 345.46%-326.8pp |
| Employer contribution / active EE | $4,657 | $5,857-20.5% | $5,144-9.5% | $4,764-2.2% |
| Participant deferral / active EE | $3,914 | $5,948-34.2% | $5,198-24.7% | $5,851-33.1% |
| Admin fee / account holder | $4,790 | $17,112-72.0% | $13,956-65.7% | $11,601-58.7% |