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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 | $156,700 | $202,342-22.6% | $172,752-9.3% | $152,897+2.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.90% | 1029.83%-1014.9pp | 802.97%-788.1pp | 345.43%-330.5pp |
| Employer contribution / active EE | $15,182 | $5,858+159.2% | $5,144+195.1% | $4,764+218.7% |
| Participant deferral / active EE | $11,800 | $5,948+98.4% | $5,198+127.0% | $5,851+101.7% |
| Admin fee / account holder | $1,493 | $17,111-91.3% | $13,955-89.3% | $11,599-87.1% |