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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 | $160,040 | $202,342-20.9% | $172,753-7.4% | $152,909+4.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.91% | 1029.88%-1009.0pp | 803.00%-782.1pp | 345.46%-324.6pp |
| Employer contribution / active EE | $2,277 | $5,857-61.1% | $5,144-55.7% | $4,764-52.2% |
| Participant deferral / active EE | $3,693 | $5,948-37.9% | $5,198-28.9% | $5,851-36.9% |
| Admin fee / account holder | $3,130 | $17,112-81.7% | $13,956-77.6% | $11,601-73.0% |