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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 | $156,325 | $202,345-22.7% | $172,755-9.5% | $152,885+2.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.62% | 1029.77%-1014.2pp | 802.94%-787.3pp | 345.39%-329.8pp |
| Employer contribution / active EE | $20,622 | $5,858+252.0% | $5,144+300.9% | $4,763+332.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,863 | $17,111-89.1% | $13,955-86.6% | $11,598-83.9% |