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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 | $182,861 | $202,342-9.6% | $172,752+5.9% | $152,897+19.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.37% | 1029.83%-1014.5pp | 802.97%-787.6pp | 345.43%-330.1pp |
| Employer contribution / active EE | $7,225 | $5,858+23.3% | $5,144+40.4% | $4,764+51.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,739 | $17,111-78.1% | $13,955-73.2% | $11,599-67.8% |