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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 | $134,404 | $202,342-33.6% | $172,753-22.2% | $152,909-12.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 33.31% | 1029.88%-996.6pp | 803.00%-769.7pp | 345.46%-312.2pp |
| Employer contribution / active EE | $2,575 | $5,857-56.0% | $5,144-49.9% | $4,764-46.0% |
| Participant deferral / active EE | $9,528 | $5,948+60.2% | $5,198+83.3% | $5,851+62.8% |
| Admin fee / account holder | $1,212 | $17,112-92.9% | $13,956-91.3% | $11,601-89.6% |