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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 | $114,253 | $202,342-43.5% | $172,753-33.9% | $152,909-25.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.83% | 1029.88%-1010.1pp | 803.00%-783.2pp | 345.46%-325.6pp |
| Employer contribution / active EE | $7,266 | $5,857+24.1% | $5,144+41.3% | $4,764+52.5% |
| Participant deferral / active EE | $5,925 | $5,948-0.4% | $5,198+14.0% | $5,851+1.3% |
| Admin fee / account holder | $6,577 | $17,112-61.6% | $13,956-52.9% | $11,601-43.3% |