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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 | $136,358 | $202,342-32.6% | $172,752-21.1% | $152,897-10.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.62% | 1029.83%-1012.2pp | 802.97%-785.4pp | 345.43%-327.8pp |
| Employer contribution / active EE | $7,837 | $5,858+33.8% | $5,144+52.4% | $4,764+64.5% |
| Participant deferral / active EE | $6,763 | $5,948+13.7% | $5,198+30.1% | $5,851+15.6% |
| Admin fee / account holder | $12,073 | $17,111-29.4% | $13,955-13.5% | $11,599+4.1% |