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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 | $146,273 | $202,342-27.7% | $172,753-15.3% | $152,909-4.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.79% | 1029.88%-1007.1pp | 803.00%-780.2pp | 345.46%-322.7pp |
| Employer contribution / active EE | $4,444 | $5,857-24.1% | $5,144-13.6% | $4,764-6.7% |
| Participant deferral / active EE | $6,034 | $5,948+1.4% | $5,198+16.1% | $5,851+3.1% |
| Admin fee / account holder | $9,037 | $17,112-47.2% | $13,956-35.2% | $11,601-22.1% |