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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 | $175,805 | $202,342-13.1% | $172,753+1.8% | $152,909+15.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.78% | 1029.88%-1007.1pp | 803.00%-780.2pp | 345.46%-322.7pp |
| Employer contribution / active EE | $5,244 | $5,857-10.5% | $5,144+1.9% | $4,764+10.1% |
| Participant deferral / active EE | $8,038 | $5,948+35.1% | $5,198+54.7% | $5,851+37.4% |
| Admin fee / account holder | $3,819 | $17,112-77.7% | $13,956-72.6% | $11,601-67.1% |