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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 | $120,356 | $202,342-40.5% | $172,752-30.3% | $152,897-21.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.69% | 1029.83%-1004.1pp | 802.97%-777.3pp | 345.43%-319.7pp |
| Employer contribution / active EE | $8,521 | $5,858+45.5% | $5,144+65.6% | $4,764+78.9% |
| Participant deferral / active EE | $8,599 | $5,948+44.6% | $5,198+65.4% | $5,851+47.0% |
| Admin fee / account holder | $18,521 | $17,111+8.2% | $13,955+32.7% | $11,599+59.7% |