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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 | $120,296 | $180,459-33.3% | $154,108-21.9% | $135,380-11.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 19.41% | 888.21%-868.8pp | 735.21%-715.8pp | 519.81%-500.4pp |
| Employer contribution / active EE | $6,151 | $6,035+1.9% | $5,298+16.1% | $4,779+28.7% |
| Participant deferral / active EE | $4,789 | $5,806-17.5% | $5,081-5.7% | $5,609-14.6% |
| Admin fee / account holder | $42,156 | $16,145+161.1% | $13,411+214.3% | $10,828+289.3% |