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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 | $119,558 | $202,342-40.9% | $172,753-30.8% | $152,909-21.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.82% | 1029.88%-1013.1pp | 803.00%-786.2pp | 345.46%-328.6pp |
| Employer contribution / active EE | $6,251 | $5,857+6.7% | $5,144+21.5% | $4,764+31.2% |
| Participant deferral / active EE | $10,418 | $5,948+75.1% | $5,198+100.4% | $5,851+78.0% |
| Admin fee / account holder | $1,185 | $17,112-93.1% | $13,956-91.5% | $11,601-89.8% |