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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 | $155,829 | $202,345-23.0% | $172,755-9.8% | $152,885+1.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.00% | 1029.77%-1010.8pp | 802.94%-783.9pp | 345.39%-326.4pp |
| Employer contribution / active EE | $1,390 | $5,858-76.3% | $5,144-73.0% | $4,763-70.8% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,640 | $17,111-90.4% | $13,955-88.3% | $11,598-85.9% |