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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 | $150,876 | $202,342-25.4% | $172,753-12.7% | $152,909-1.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.07% | 1029.88%-1002.8pp | 803.00%-775.9pp | 345.46%-318.4pp |
| Employer contribution / active EE | $7,143 | $5,857+21.9% | $5,144+38.9% | $4,764+49.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $21,429 | $17,112+25.2% | $13,956+53.5% | $11,601+84.7% |