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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 | $125,693 | $180,459-30.3% | $154,108-18.4% | $135,380-7.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.83% | 888.21%-877.4pp | 735.21%-724.4pp | 519.81%-509.0pp |
| Employer contribution / active EE | $3,744 | $6,035-38.0% | $5,298-29.3% | $4,779-21.7% |
| Participant deferral / active EE | $5,841 | $5,806+0.6% | $5,081+15.0% | $5,609+4.1% |
| Admin fee / account holder | $581 | $16,145-96.4% | $13,411-95.7% | $10,828-94.6% |