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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 | $130,998 | $202,342-35.3% | $172,752-24.2% | $152,897-14.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.43% | 1029.83%-1004.4pp | 802.97%-777.5pp | 345.43%-320.0pp |
| Employer contribution / active EE | $9,988 | $5,858+70.5% | $5,144+94.2% | $4,764+109.7% |
| Participant deferral / active EE | $5,823 | $5,948-2.1% | $5,198+12.0% | $5,851-0.5% |
| Admin fee / account holder | $4,011 | $17,111-76.6% | $13,955-71.3% | $11,599-65.4% |