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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 | $150,802 | $202,342-25.5% | $172,753-12.7% | $152,909-1.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.25% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $5,754 | $5,857-1.8% | $5,144+11.9% | $4,764+20.8% |
| Participant deferral / active EE | $7,261 | $5,948+22.1% | $5,198+39.7% | $5,851+24.1% |
| Admin fee / account holder | $564 | $17,112-96.7% | $13,956-96.0% | $11,601-95.1% |