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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 | $124,341 | $202,342-38.5% | $172,753-28.0% | $152,909-18.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.02% | 1029.88%-1008.9pp | 803.00%-782.0pp | 345.46%-324.4pp |
| Employer contribution / active EE | $9,761 | $5,857+66.6% | $5,144+89.8% | $4,764+104.9% |
| Participant deferral / active EE | $6,178 | $5,948+3.9% | $5,198+18.9% | $5,851+5.6% |
| Admin fee / account holder | $1,004 | $17,112-94.1% | $13,956-92.8% | $11,601-91.3% |