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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 | $135,546 | $202,342-33.0% | $172,752-21.5% | $152,897-11.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.07% | 1029.83%-1003.8pp | 802.97%-776.9pp | 345.43%-319.4pp |
| Employer contribution / active EE | $2,985 | $5,858-49.0% | $5,144-42.0% | $4,764-37.3% |
| Participant deferral / active EE | $6,971 | $5,948+17.2% | $5,198+34.1% | $5,851+19.1% |
| Admin fee / account holder | $839 | $17,111-95.1% | $13,955-94.0% | $11,599-92.8% |