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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 | $130,931 | $202,342-35.3% | $172,752-24.2% | $152,897-14.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.37% | 1029.83%-1006.5pp | 802.97%-779.6pp | 345.43%-322.1pp |
| Employer contribution / active EE | $4,042 | $5,858-31.0% | $5,144-21.4% | $4,764-15.2% |
| Participant deferral / active EE | $5,519 | $5,948-7.2% | $5,198+6.2% | $5,851-5.7% |
| Admin fee / account holder | $18,462 | $17,111+7.9% | $13,955+32.3% | $11,599+59.2% |