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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 | $152,526 | $202,342-24.6% | $172,752-11.7% | $152,897-0.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.86% | 1029.83%-1004.0pp | 802.97%-777.1pp | 345.43%-319.6pp |
| Employer contribution / active EE | $10,455 | $5,858+78.5% | $5,144+103.2% | $4,764+119.5% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,851+2.5% |
| Admin fee / account holder | $1,600 | $17,111-90.7% | $13,955-88.5% | $11,599-86.2% |