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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 | $154,082 | $202,342-23.9% | $172,752-10.8% | $152,897+0.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.64% | 1029.83%-1014.2pp | 802.97%-787.3pp | 345.43%-329.8pp |
| Employer contribution / active EE | $3,503 | $5,858-40.2% | $5,144-31.9% | $4,764-26.5% |
| Participant deferral / active EE | $10,414 | $5,948+75.1% | $5,198+100.4% | $5,851+78.0% |
| Admin fee / account holder | $33,800 | $17,111+97.5% | $13,955+142.2% | $11,599+191.4% |