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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 | $135,048 | $202,342-33.3% | $172,753-21.8% | $152,909-11.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.02% | 1029.88%-1015.9pp | 803.00%-789.0pp | 345.46%-331.4pp |
| Employer contribution / active EE | $8,372 | $5,857+42.9% | $5,144+62.7% | $4,764+75.7% |
| Participant deferral / active EE | $8,519 | $5,948+43.2% | $5,198+63.9% | $5,851+45.6% |
| Admin fee / account holder | $665 | $17,112-96.1% | $13,956-95.2% | $11,601-94.3% |