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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 | $156,780 | $202,345-22.5% | $172,755-9.2% | $152,885+2.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.78% | 1029.77%-1017.0pp | 802.94%-790.2pp | 345.39%-332.6pp |
| Employer contribution / active EE | $22,500 | $5,858+284.1% | $5,144+337.4% | $4,763+372.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $962 | $17,111-94.4% | $13,955-93.1% | $11,598-91.7% |