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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 | $101,722 | $202,342-49.7% | $172,753-41.1% | $152,909-33.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.06% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $5,305 | $5,857-9.4% | $5,144+3.1% | $4,764+11.4% |
| Participant deferral / active EE | $3,713 | $5,948-37.6% | $5,198-28.6% | $5,851-36.5% |
| Admin fee / account holder | $1,411 | $17,112-91.8% | $13,956-89.9% | $11,601-87.8% |