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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 | $116,686 | $202,342-42.3% | $172,753-32.5% | $152,909-23.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.79% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.7pp |
| Employer contribution / active EE | $6,998 | $5,857+19.5% | $5,144+36.0% | $4,764+46.9% |
| Participant deferral / active EE | $10,063 | $5,948+69.2% | $5,198+93.6% | $5,851+72.0% |
| Admin fee / account holder | $4,444 | $17,112-74.0% | $13,956-68.2% | $11,601-61.7% |