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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 | $143,966 | $202,342-28.9% | $172,753-16.7% | $152,909-5.8% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 21.78% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $13,420 | $5,857+129.1% | $5,144+160.9% | $4,764+181.7% |
| Participant deferral / active EE | $14,343 | $5,948+141.1% | $5,198+176.0% | $5,851+145.1% |
| Admin fee / account holder | $3,056 | $17,112-82.1% | $13,956-78.1% | $11,601-73.7% |