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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 | $106,386 | $202,342-47.4% | $172,753-38.4% | $152,909-30.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.60% | 1029.88%-1010.3pp | 803.00%-783.4pp | 345.46%-325.9pp |
| Employer contribution / active EE | $14,373 | $5,857+145.4% | $5,144+179.4% | $4,764+201.7% |
| Participant deferral / active EE | $3,086 | $5,948-48.1% | $5,198-40.6% | $5,851-47.3% |
| Admin fee / account holder | $5,134 | $17,112-70.0% | $13,956-63.2% | $11,601-55.7% |