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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 | $97,573 | $202,342-51.8% | $172,753-43.5% | $152,909-36.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.97% | 1029.88%-1011.9pp | 803.00%-785.0pp | 345.46%-327.5pp |
| Employer contribution / active EE | $3,220 | $5,857-45.0% | $5,144-37.4% | $4,764-32.4% |
| Participant deferral / active EE | $7,152 | $5,948+20.2% | $5,198+37.6% | $5,851+22.2% |
| Admin fee / account holder | $9,166 | $17,112-46.4% | $13,956-34.3% | $11,601-21.0% |