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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 | $182,520 | $202,342-9.8% | $172,753+5.7% | $152,909+19.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.45% | 1029.88%-1010.4pp | 803.00%-783.5pp | 345.46%-326.0pp |
| Employer contribution / active EE | $11,314 | $5,857+93.2% | $5,144+120.0% | $4,764+137.5% |
| Participant deferral / active EE | $9,440 | $5,948+58.7% | $5,198+81.6% | $5,851+61.3% |
| Admin fee / account holder | $5,583 | $17,112-67.4% | $13,956-60.0% | $11,601-51.9% |