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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 | $175,786 | $202,342-13.1% | $172,752+1.8% | $152,897+15.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.03% | 1029.83%-1015.8pp | 802.97%-788.9pp | 345.43%-331.4pp |
| Employer contribution / active EE | $3,308 | $5,858-43.5% | $5,144-35.7% | $4,764-30.5% |
| Participant deferral / active EE | $4,176 | $5,948-29.8% | $5,198-19.7% | $5,851-28.6% |
| Admin fee / account holder | $13,094 | $17,111-23.5% | $13,955-6.2% | $11,599+12.9% |