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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 | $148,598 | $209,888-29.2% | $189,545-21.6% | $167,553-11.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 19.87% | 748.66%-728.8pp | 555.36%-535.5pp | 478.89%-459.0pp |
| Employer contribution / active EE | $11,443 | $6,915+65.5% | $6,162+85.7% | $4,840+136.4% |
| Participant deferral / active EE | $11,299 | $8,934+26.5% | $8,220+37.5% | $6,343+78.1% |
| Admin fee / account holder | $1,511 | $14,300-89.4% | $12,049-87.5% | $12,316-87.7% |