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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 | $139,031 | $202,342-31.3% | $172,753-19.5% | $152,909-9.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 39.79% | 1029.88%-990.1pp | 803.00%-763.2pp | 345.46%-305.7pp |
| Employer contribution / active EE | $11,809 | $5,857+101.6% | $5,144+129.6% | $4,764+147.9% |
| Participant deferral / active EE | $7,143 | $5,948+20.1% | $5,198+37.4% | $5,851+22.1% |
| Admin fee / account holder | $510 | $17,112-97.0% | $13,956-96.3% | $11,601-95.6% |