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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 | $137,071 | $202,342-32.3% | $172,753-20.7% | $152,909-10.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.56% | 1029.88%-1008.3pp | 803.00%-781.4pp | 345.46%-323.9pp |
| Employer contribution / active EE | $7,668 | $5,857+30.9% | $5,144+49.1% | $4,764+61.0% |
| Participant deferral / active EE | $6,803 | $5,948+14.4% | $5,198+30.9% | $5,851+16.3% |
| Admin fee / account holder | $1,084 | $17,112-93.7% | $13,956-92.2% | $11,601-90.7% |