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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 | $156,079 | $202,342-22.9% | $172,752-9.7% | $152,897+2.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.97% | 1029.83%-1015.9pp | 802.97%-789.0pp | 345.43%-331.5pp |
| Employer contribution / active EE | $21,442 | $5,858+266.0% | $5,144+316.8% | $4,764+350.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,531 | $17,111-32.6% | $13,955-17.4% | $11,599-0.6% |