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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 | $104,638 | $202,342-48.3% | $172,753-39.4% | $152,909-31.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.57% | 1029.88%-1016.3pp | 803.00%-789.4pp | 345.46%-331.9pp |
| Employer contribution / active EE | $5,171 | $5,857-11.7% | $5,144+0.5% | $4,764+8.5% |
| Participant deferral / active EE | $4,207 | $5,948-29.3% | $5,198-19.1% | $5,851-28.1% |
| Admin fee / account holder | $4,109 | $17,112-76.0% | $13,956-70.6% | $11,601-64.6% |