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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 | $141,080 | $202,342-30.3% | $172,752-18.3% | $152,897-7.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.07% | 1029.83%-1009.8pp | 802.97%-782.9pp | 345.43%-325.4pp |
| Employer contribution / active EE | $13,110 | $5,858+123.8% | $5,144+154.8% | $4,764+175.2% |
| Participant deferral / active EE | $12,667 | $5,948+112.9% | $5,198+143.7% | $5,851+116.5% |
| Admin fee / account holder | $1,416 | $17,111-91.7% | $13,955-89.9% | $11,599-87.8% |