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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 | $162,839 | $202,342-19.5% | $172,753-5.7% | $152,909+6.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.80% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $15,761 | $5,857+169.1% | $5,144+206.4% | $4,764+230.8% |
| Participant deferral / active EE | $11,152 | $5,948+87.5% | $5,198+114.6% | $5,851+90.6% |
| Admin fee / account holder | $2,277 | $17,112-86.7% | $13,956-83.7% | $11,601-80.4% |