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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 | $103,483 | $202,342-48.9% | $172,753-40.1% | $152,909-32.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.95% | 1029.88%-997.9pp | 803.00%-771.1pp | 345.46%-313.5pp |
| Employer contribution / active EE | $3,920 | $5,857-33.1% | $5,144-23.8% | $4,764-17.7% |
| Participant deferral / active EE | $7,756 | $5,948+30.4% | $5,198+49.2% | $5,851+32.6% |
| Admin fee / account holder | $14,773 | $17,112-13.7% | $13,956+5.9% | $11,601+27.3% |