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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 | $123,146 | $202,342-39.1% | $172,753-28.7% | $152,909-19.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.41% | 1029.88%-1010.5pp | 803.00%-783.6pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,653 | $5,857-54.7% | $5,144-48.4% | $4,764-44.3% |
| Participant deferral / active EE | $7,713 | $5,948+29.7% | $5,198+48.4% | $5,851+31.8% |
| Admin fee / account holder | $1,158 | $17,112-93.2% | $13,956-91.7% | $11,601-90.0% |