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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 | $99,757 | $202,342-50.7% | $172,753-42.3% | $152,909-34.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.80% | 1029.88%-1013.1pp | 803.00%-786.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $5,397 | $5,857-7.9% | $5,144+4.9% | $4,764+13.3% |
| Participant deferral / active EE | $5,243 | $5,948-11.9% | $5,198+0.9% | $5,851-10.4% |
| Admin fee / account holder | $4,168 | $17,112-75.6% | $13,956-70.1% | $11,601-64.1% |