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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 | $109,612 | $202,345-45.8% | $172,755-36.6% | $152,885-28.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.37% | 1029.77%-1007.4pp | 802.94%-780.6pp | 345.39%-323.0pp |
| Employer contribution / active EE | $5,171 | $5,858-11.7% | $5,144+0.5% | $4,763+8.6% |
| Participant deferral / active EE | $4,302 | $5,948-27.7% | $5,198-17.2% | $5,851-26.5% |
| Admin fee / account holder | $2,431 | $17,111-85.8% | $13,955-82.6% | $11,598-79.0% |