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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 | $141,685 | $202,342-30.0% | $172,752-18.0% | $152,897-7.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.91% | 1029.83%-1007.9pp | 802.97%-781.1pp | 345.43%-323.5pp |
| Employer contribution / active EE | $13,010 | $5,858+122.1% | $5,144+152.9% | $4,764+173.1% |
| Participant deferral / active EE | $6,087 | $5,948+2.3% | $5,198+17.1% | $5,851+4.0% |
| Admin fee / account holder | $2,831 | $17,111-83.5% | $13,955-79.7% | $11,599-75.6% |