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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 | $128,724 | $202,342-36.4% | $172,753-25.5% | $152,909-15.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.50% | 1029.88%-1009.4pp | 803.00%-782.5pp | 345.46%-325.0pp |
| Employer contribution / active EE | $14,532 | $5,857+148.1% | $5,144+182.5% | $4,764+205.0% |
| Participant deferral / active EE | $7,728 | $5,948+29.9% | $5,198+48.7% | $5,851+32.1% |
| Admin fee / account holder | $1,135 | $17,112-93.4% | $13,956-91.9% | $11,601-90.2% |