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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 | $88,578 | $202,342-56.2% | $172,753-48.7% | $152,909-42.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.77% | 1029.88%-1016.1pp | 803.00%-789.2pp | 345.46%-331.7pp |
| Employer contribution / active EE | $3,556 | $5,857-39.3% | $5,144-30.9% | $4,764-25.4% |
| Participant deferral / active EE | $5,743 | $5,948-3.5% | $5,198+10.5% | $5,851-1.9% |
| Admin fee / account holder | $6,739 | $17,112-60.6% | $13,956-51.7% | $11,601-41.9% |