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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 | $135,771 | $180,462-24.8% | $154,111-11.9% | $135,379+0.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.84% | 888.17%-886.3pp | 735.18%-733.3pp | 519.79%-518.0pp |
| Employer contribution / active EE | $20,446 | $6,036+238.8% | $5,298+285.9% | $4,779+327.8% |
| Participant deferral / active EE | $23,905 | $5,806+311.7% | $5,081+370.5% | $5,609+326.2% |
| Admin fee / account holder | $5,950 | $16,145-63.1% | $13,411-55.6% | $10,828-45.0% |