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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 | $101,755 | $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 | 17.71% | 1029.88%-1012.2pp | 803.00%-785.3pp | 345.46%-327.8pp |
| Employer contribution / active EE | $8,641 | $5,857+47.5% | $5,144+68.0% | $4,764+81.4% |
| Participant deferral / active EE | $9,883 | $5,948+66.2% | $5,198+90.2% | $5,851+68.9% |
| Admin fee / account holder | $40,951 | $17,112+139.3% | $13,956+193.4% | $11,601+253.0% |