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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 | $163,326 | $202,342-19.3% | $172,753-5.5% | $152,909+6.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.31% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $8,060 | $5,857+37.6% | $5,144+56.7% | $4,764+69.2% |
| Participant deferral / active EE | $4,508 | $5,948-24.2% | $5,198-13.3% | $5,851-23.0% |
| Admin fee / account holder | $2,763 | $17,112-83.9% | $13,956-80.2% | $11,601-76.2% |