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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 | $98,353 | $202,342-51.4% | $172,753-43.1% | $152,909-35.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.78% | 1029.88%-1014.1pp | 803.00%-787.2pp | 345.46%-329.7pp |
| Employer contribution / active EE | $6,958 | $5,857+18.8% | $5,144+35.3% | $4,764+46.1% |
| Participant deferral / active EE | $6,879 | $5,948+15.6% | $5,198+32.3% | $5,851+17.6% |
| Admin fee / account holder | $3,919 | $17,112-77.1% | $13,956-71.9% | $11,601-66.2% |