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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 | $119,107 | $202,342-41.1% | $172,752-31.1% | $152,897-22.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.74% | 1029.83%-1005.1pp | 802.97%-778.2pp | 345.43%-320.7pp |
| Employer contribution / active EE | $6,251 | $5,858+6.7% | $5,144+21.5% | $4,764+31.2% |
| Participant deferral / active EE | $3,557 | $5,948-40.2% | $5,198-31.6% | $5,851-39.2% |
| Admin fee / account holder | $3,173 | $17,111-81.5% | $13,955-77.3% | $11,599-72.6% |