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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 | $161,532 | $202,342-20.2% | $172,753-6.5% | $152,909+5.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.66% | 1029.88%-1014.2pp | 803.00%-787.3pp | 345.46%-329.8pp |
| Employer contribution / active EE | $10,184 | $5,857+73.9% | $5,144+98.0% | $4,764+113.8% |
| Participant deferral / active EE | $6,107 | $5,948+2.7% | $5,198+17.5% | $5,851+4.4% |
| Admin fee / account holder | $15,911 | $17,112-7.0% | $13,956+14.0% | $11,601+37.2% |