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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 | $176,221 | $202,342-12.9% | $172,753+2.0% | $152,909+15.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.08% | 1029.88%-1016.8pp | 803.00%-789.9pp | 345.46%-332.4pp |
| Employer contribution / active EE | $4,099 | $5,857-30.0% | $5,144-20.3% | $4,764-13.9% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $1,256 | $17,112-92.7% | $13,956-91.0% | $11,601-89.2% |