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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 | $91,707 | $202,342-54.7% | $172,752-46.9% | $152,897-40.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.39% | 1029.83%-1009.4pp | 802.97%-782.6pp | 345.43%-325.0pp |
| Employer contribution / active EE | $11,494 | $5,858+96.2% | $5,144+123.4% | $4,764+141.3% |
| Participant deferral / active EE | $6,280 | $5,948+5.6% | $5,198+20.8% | $5,851+7.3% |
| Admin fee / account holder | $10,629 | $17,111-37.9% | $13,955-23.8% | $11,599-8.4% |