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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 | $122,822 | $202,342-39.3% | $172,753-28.9% | $152,909-19.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.60% | 1029.88%-1016.3pp | 803.00%-789.4pp | 345.46%-331.9pp |
| Employer contribution / active EE | $4,905 | $5,857-16.3% | $5,144-4.6% | $4,764+3.0% |
| Participant deferral / active EE | $5,822 | $5,948-2.1% | $5,198+12.0% | $5,851-0.5% |
| Admin fee / account holder | $1,788 | $17,112-89.6% | $13,956-87.2% | $11,601-84.6% |