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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 | $197,008 | $202,342-2.6% | $172,753+14.0% | $152,909+28.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.08% | 1029.88%-1009.8pp | 803.00%-782.9pp | 345.46%-325.4pp |
| Employer contribution / active EE | $5,517 | $5,857-5.8% | $5,144+7.3% | $4,764+15.8% |
| Participant deferral / active EE | $5,942 | $5,948-0.1% | $5,198+14.3% | $5,851+1.5% |
| Admin fee / account holder | $1,873 | $17,112-89.1% | $13,956-86.6% | $11,601-83.9% |