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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 | $115,021 | $202,342-43.2% | $172,753-33.4% | $152,909-24.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.26% | 1029.88%-1011.6pp | 803.00%-784.7pp | 345.46%-327.2pp |
| Employer contribution / active EE | $3,051 | $5,857-47.9% | $5,144-40.7% | $4,764-35.9% |
| Participant deferral / active EE | $7,687 | $5,948+29.2% | $5,198+47.9% | $5,851+31.4% |
| Admin fee / account holder | $7,863 | $17,112-54.0% | $13,956-43.7% | $11,601-32.2% |