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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 | $172,421 | $202,342-14.8% | $172,752-0.2% | $152,897+12.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.04% | 1029.83%-1014.8pp | 802.97%-787.9pp | 345.43%-330.4pp |
| Employer contribution / active EE | $15,570 | $5,858+165.8% | $5,144+202.7% | $4,764+226.9% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $8,120 | $17,111-52.5% | $13,955-41.8% | $11,599-30.0% |