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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 | $92,878 | $202,342-54.1% | $172,753-46.2% | $152,909-39.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.72% | 1029.88%-1011.2pp | 803.00%-784.3pp | 345.46%-326.7pp |
| Employer contribution / active EE | $8,034 | $5,857+37.2% | $5,144+56.2% | $4,764+68.6% |
| Participant deferral / active EE | $5,900 | $5,948-0.8% | $5,198+13.5% | $5,851+0.8% |
| Admin fee / account holder | $1,211 | $17,112-92.9% | $13,956-91.3% | $11,601-89.6% |