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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 | $115,437 | $202,342-42.9% | $172,753-33.2% | $152,909-24.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.42% | 1029.88%-1013.5pp | 803.00%-786.6pp | 345.46%-329.0pp |
| Employer contribution / active EE | $1,620 | $5,857-72.3% | $5,144-68.5% | $4,764-66.0% |
| Participant deferral / active EE | $6,302 | $5,948+6.0% | $5,198+21.2% | $5,851+7.7% |
| Admin fee / account holder | $9,960 | $17,112-41.8% | $13,956-28.6% | $11,601-14.1% |