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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 | $95,891 | $202,342-52.6% | $172,753-44.5% | $152,909-37.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.92% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.5pp |
| Employer contribution / active EE | $8,543 | $5,857+45.9% | $5,144+66.1% | $4,764+79.3% |
| Participant deferral / active EE | $4,572 | $5,948-23.1% | $5,198-12.0% | $5,851-21.9% |
| Admin fee / account holder | $8,471 | $17,112-50.5% | $13,956-39.3% | $11,601-27.0% |