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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 | $124,989 | $202,345-38.2% | $172,755-27.6% | $152,885-18.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.38% | 1029.77%-1011.4pp | 802.94%-784.6pp | 345.39%-327.0pp |
| Employer contribution / active EE | $4,583 | $5,858-21.8% | $5,144-10.9% | $4,763-3.8% |
| Participant deferral / active EE | $6,522 | $5,948+9.7% | $5,198+25.5% | $5,851+11.5% |
| Admin fee / account holder | $5,787 | $17,111-66.2% | $13,955-58.5% | $11,598-50.1% |