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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 | $118,674 | $202,342-41.3% | $172,753-31.3% | $152,909-22.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.97% | 1029.88%-1009.9pp | 803.00%-783.0pp | 345.46%-325.5pp |
| Employer contribution / active EE | $3,908 | $5,857-33.3% | $5,144-24.0% | $4,764-18.0% |
| Participant deferral / active EE | $10,934 | $5,948+83.8% | $5,198+110.4% | $5,851+86.9% |
| Admin fee / account holder | $19,234 | $17,112+12.4% | $13,956+37.8% | $11,601+65.8% |