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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 | $171,452 | $202,342-15.3% | $172,753-0.8% | $152,909+12.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.20% | 1029.88%-1013.7pp | 803.00%-786.8pp | 345.46%-329.3pp |
| Employer contribution / active EE | $8,436 | $5,857+44.0% | $5,144+64.0% | $4,764+77.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $39,490 | $17,112+130.8% | $13,956+183.0% | $11,601+240.4% |