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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 | $89,554 | $202,342-55.7% | $172,752-48.2% | $152,897-41.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.37% | 1029.83%-1011.5pp | 802.97%-784.6pp | 345.43%-327.1pp |
| Employer contribution / active EE | $10,574 | $5,858+80.5% | $5,144+105.6% | $4,764+122.0% |
| Participant deferral / active EE | $7,477 | $5,948+25.7% | $5,198+43.9% | $5,851+27.8% |
| Admin fee / account holder | $14,473 | $17,111-15.4% | $13,955+3.7% | $11,599+24.8% |