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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 | $137,432 | $202,342-32.1% | $172,753-20.4% | $152,909-10.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.33% | 1029.88%-1013.5pp | 803.00%-786.7pp | 345.46%-329.1pp |
| Employer contribution / active EE | $3,052 | $5,857-47.9% | $5,144-40.7% | $4,764-35.9% |
| Participant deferral / active EE | $6,141 | $5,948+3.2% | $5,198+18.2% | $5,851+5.0% |
| Admin fee / account holder | $729 | $17,112-95.7% | $13,956-94.8% | $11,601-93.7% |