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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 | $188,942 | $202,342-6.6% | $172,753+9.4% | $152,909+23.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 12.42% | 1029.88%-1017.5pp | 803.00%-790.6pp | 345.46%-333.0pp |
| Employer contribution / active EE | $8,457 | $5,857+44.4% | $5,144+64.4% | $4,764+77.5% |
| Participant deferral / active EE | $3,023 | $5,948-49.2% | $5,198-41.8% | $5,851-48.3% |
| Admin fee / account holder | $74,650 | $17,112+336.3% | $13,956+434.9% | $11,601+543.5% |