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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 | $144,009 | $202,342-28.8% | $172,752-16.6% | $152,897-5.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.69% | 1029.83%-1010.1pp | 802.97%-783.3pp | 345.43%-325.7pp |
| Employer contribution / active EE | $3,285 | $5,858-43.9% | $5,144-36.1% | $4,764-31.0% |
| Participant deferral / active EE | $8,103 | $5,948+36.2% | $5,198+55.9% | $5,851+38.5% |
| Admin fee / account holder | $7,575 | $17,111-55.7% | $13,955-45.7% | $11,599-34.7% |