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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 | $121,376 | $202,345-40.0% | $172,755-29.7% | $152,885-20.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.33% | 1029.77%-1009.4pp | 802.94%-782.6pp | 345.39%-325.1pp |
| Employer contribution / active EE | $2,277 | $5,858-61.1% | $5,144-55.7% | $4,763-52.2% |
| Participant deferral / active EE | $8,923 | $5,948+50.0% | $5,198+71.7% | $5,851+52.5% |
| Admin fee / account holder | $30,060 | $17,111+75.7% | $13,955+115.4% | $11,598+159.2% |