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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 | $117,465 | $202,345-41.9% | $172,755-32.0% | $152,885-23.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.74% | 1029.77%-1007.0pp | 802.94%-780.2pp | 345.39%-322.6pp |
| Employer contribution / active EE | $7,066 | $5,858+20.6% | $5,144+37.4% | $4,763+48.4% |
| Participant deferral / active EE | $4,060 | $5,948-31.7% | $5,198-21.9% | $5,851-30.6% |
| Admin fee / account holder | $1,769 | $17,111-89.7% | $13,955-87.3% | $11,598-84.7% |