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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 | $104,929 | $202,342-48.1% | $172,753-39.3% | $152,909-31.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.26% | 1029.88%-1013.6pp | 803.00%-786.7pp | 345.46%-329.2pp |
| Employer contribution / active EE | $9,298 | $5,857+58.7% | $5,144+80.8% | $4,764+95.2% |
| Participant deferral / active EE | $11,534 | $5,948+93.9% | $5,198+121.9% | $5,851+97.1% |
| Admin fee / account holder | $30,682 | $17,112+79.3% | $13,956+119.9% | $11,601+164.5% |