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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 | $74,501 | $202,345-63.2% | $172,755-56.9% | $152,885-51.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.17% | 1029.77%-1008.6pp | 802.94%-781.8pp | 345.39%-324.2pp |
| Employer contribution / active EE | $6,970 | $5,858+19.0% | $5,144+35.5% | $4,763+46.3% |
| Participant deferral / active EE | $10,811 | $5,948+81.7% | $5,198+108.0% | $5,851+84.8% |
| Admin fee / account holder | $13,142 | $17,111-23.2% | $13,955-5.8% | $11,598+13.3% |