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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 | $102,050 | $202,342-49.6% | $172,753-40.9% | $152,909-33.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.01% | 1029.88%-1003.9pp | 803.00%-777.0pp | 345.46%-319.5pp |
| Employer contribution / active EE | $5,833 | $5,857-0.4% | $5,144+13.4% | $4,764+22.4% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $2,385 | $17,112-86.1% | $13,956-82.9% | $11,601-79.4% |