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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 | $185,993 | $202,342-8.1% | $172,753+7.7% | $152,909+21.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.55% | 1029.88%-1009.3pp | 803.00%-782.5pp | 345.46%-324.9pp |
| Employer contribution / active EE | $3,900 | $5,857-33.4% | $5,144-24.2% | $4,764-18.1% |
| Participant deferral / active EE | $10,040 | $5,948+68.8% | $5,198+93.2% | $5,851+71.6% |
| Admin fee / account holder | $2,125 | $17,112-87.6% | $13,956-84.8% | $11,601-81.7% |