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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 | $122,715 | $202,342-39.4% | $172,753-29.0% | $152,909-19.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.95% | 1029.88%-1004.9pp | 803.00%-778.1pp | 345.46%-320.5pp |
| Employer contribution / active EE | $6,493 | $5,857+10.9% | $5,144+26.2% | $4,764+36.3% |
| Participant deferral / active EE | $6,053 | $5,948+1.8% | $5,198+16.5% | $5,851+3.4% |
| Admin fee / account holder | $3,185 | $17,112-81.4% | $13,956-77.2% | $11,601-72.5% |