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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 | $130,919 | $202,342-35.3% | $172,753-24.2% | $152,909-14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.36% | 1029.88%-1012.5pp | 803.00%-785.6pp | 345.46%-328.1pp |
| Employer contribution / active EE | $5,329 | $5,857-9.0% | $5,144+3.6% | $4,764+11.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,332 | $17,112+13.0% | $13,956+38.5% | $11,601+66.6% |