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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 | $127,286 | $202,342-37.1% | $172,753-26.3% | $152,909-16.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.58% | 1029.88%-1012.3pp | 803.00%-785.4pp | 345.46%-327.9pp |
| Employer contribution / active EE | $2,288 | $5,857-60.9% | $5,144-55.5% | $4,764-52.0% |
| Participant deferral / active EE | $11,673 | $5,948+96.2% | $5,198+124.6% | $5,851+99.5% |
| Admin fee / account holder | $6,693 | $17,112-60.9% | $13,956-52.0% | $11,601-42.3% |