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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 | $93,983 | $202,342-53.6% | $172,753-45.6% | $152,909-38.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.09% | 1029.88%-1011.8pp | 803.00%-784.9pp | 345.46%-327.4pp |
| Employer contribution / active EE | $6,937 | $5,857+18.4% | $5,144+34.9% | $4,764+45.6% |
| Participant deferral / active EE | $5,056 | $5,948-15.0% | $5,198-2.7% | $5,851-13.6% |
| Admin fee / account holder | $8,295 | $17,112-51.5% | $13,956-40.6% | $11,601-28.5% |