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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 | $143,976 | $202,342-28.8% | $172,753-16.7% | $152,909-5.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.47% | 1029.88%-1010.4pp | 803.00%-783.5pp | 345.46%-326.0pp |
| Employer contribution / active EE | $8,109 | $5,857+38.4% | $5,144+57.6% | $4,764+70.2% |
| Participant deferral / active EE | $5,235 | $5,948-12.0% | $5,198+0.7% | $5,851-10.5% |
| Admin fee / account holder | $6,588 | $17,112-61.5% | $13,956-52.8% | $11,601-43.2% |