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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 | $155,622 | $202,342-23.1% | $172,752-9.9% | $152,897+1.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.49% | 1029.83%-1011.3pp | 802.97%-784.5pp | 345.43%-326.9pp |
| Employer contribution / active EE | $6,818 | $5,858+16.4% | $5,144+32.5% | $4,764+43.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,032 | $17,111-88.1% | $13,955-85.4% | $11,599-82.5% |