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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 | $151,547 | $171,867-11.8% | $149,721+1.2% | $147,586+2.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 29.67% | 2113.36%-2083.7pp | 1501.67%-1472.0pp | 578.59%-548.9pp |
| Employer contribution / active EE | $5,452 | $6,275-13.1% | $5,444+0.1% | $4,876+11.8% |
| Participant deferral / active EE | $14,898 | $7,270+104.9% | $6,568+126.8% | $5,439+173.9% |
| Admin fee / account holder | $5,237 | $13,799-62.0% | $11,282-53.6% | $10,886-51.9% |