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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 | $144,328 | $180,459-20.0% | $154,108-6.3% | $135,380+6.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 13.99% | 888.21%-874.2pp | 735.21%-721.2pp | 519.81%-505.8pp |
| Employer contribution / active EE | $4,936 | $6,035-18.2% | $5,298-6.8% | $4,779+3.3% |
| Participant deferral / active EE | $7,008 | $5,806+20.7% | $5,081+37.9% | $5,609+24.9% |
| Admin fee / account holder | $2,400 | $16,145-85.1% | $13,411-82.1% | $10,828-77.8% |