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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 | $192,781 | $202,342-4.7% | $172,753+11.6% | $152,909+26.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.80% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $12,127 | $5,857+107.0% | $5,144+135.8% | $4,764+154.6% |
| Participant deferral / active EE | $6,638 | $5,948+11.6% | $5,198+27.7% | $5,851+13.4% |
| Admin fee / account holder | $6,644 | $17,112-61.2% | $13,956-52.4% | $11,601-42.7% |