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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 | $106,961 | $202,342-47.1% | $172,753-38.1% | $152,909-30.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.88% | 1029.88%-1010.0pp | 803.00%-783.1pp | 345.46%-325.6pp |
| Employer contribution / active EE | $8,245 | $5,857+40.8% | $5,144+60.3% | $4,764+73.1% |
| Participant deferral / active EE | $4,363 | $5,948-26.6% | $5,198-16.1% | $5,851-25.4% |
| Admin fee / account holder | $801 | $17,112-95.3% | $13,956-94.3% | $11,601-93.1% |