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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 | $173,402 | $202,342-14.3% | $172,753+0.4% | $152,909+13.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.55% | 1029.88%-1008.3pp | 803.00%-781.4pp | 345.46%-323.9pp |
| Employer contribution / active EE | $19,747 | $5,857+237.1% | $5,144+283.9% | $4,764+314.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,349 | $17,112-92.1% | $13,956-90.3% | $11,601-88.4% |