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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 | $113,314 | $202,342-44.0% | $172,753-34.4% | $152,909-25.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.54% | 1029.88%-1004.3pp | 803.00%-777.5pp | 345.46%-319.9pp |
| Employer contribution / active EE | $6,564 | $5,857+12.1% | $5,144+27.6% | $4,764+37.8% |
| Participant deferral / active EE | $4,171 | $5,948-29.9% | $5,198-19.7% | $5,851-28.7% |
| Admin fee / account holder | $1,157 | $17,112-93.2% | $13,956-91.7% | $11,601-90.0% |