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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 | $201,317 | $202,342-0.5% | $172,753+16.5% | $152,909+31.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.46% | 1029.88%-1011.4pp | 803.00%-784.5pp | 345.46%-327.0pp |
| Employer contribution / active EE | $2,922 | $5,857-50.1% | $5,144-43.2% | $4,764-38.7% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $869 | $17,112-94.9% | $13,956-93.8% | $11,601-92.5% |