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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 | $141,968 | $202,342-29.8% | $172,753-17.8% | $152,909-7.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.99% | 1029.88%-1013.9pp | 803.00%-787.0pp | 345.46%-329.5pp |
| Employer contribution / active EE | $7,015 | $5,857+19.8% | $5,144+36.4% | $4,764+47.2% |
| Participant deferral / active EE | $10,595 | $5,948+78.1% | $5,198+103.8% | $5,851+81.1% |
| Admin fee / account holder | $88,905 | $17,112+419.6% | $13,956+537.1% | $11,601+666.4% |