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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 | $199,716 | $202,342-1.3% | $172,753+15.6% | $152,909+30.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.09% | 1029.88%-1006.8pp | 803.00%-779.9pp | 345.46%-322.4pp |
| Employer contribution / active EE | $1,939 | $5,857-66.9% | $5,144-62.3% | $4,764-59.3% |
| Participant deferral / active EE | $3,388 | $5,948-43.0% | $5,198-34.8% | $5,851-42.1% |
| Admin fee / account holder | $5,657 | $17,112-66.9% | $13,956-59.5% | $11,601-51.2% |