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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 | $105,463 | $202,342-47.9% | $172,752-39.0% | $152,897-31.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.71% | 1029.83%-1012.1pp | 802.97%-785.3pp | 345.43%-327.7pp |
| Employer contribution / active EE | $5,814 | $5,858-0.7% | $5,144+13.0% | $4,764+22.1% |
| Participant deferral / active EE | $4,962 | $5,948-16.6% | $5,198-4.5% | $5,851-15.2% |
| Admin fee / account holder | $800 | $17,111-95.3% | $13,955-94.3% | $11,599-93.1% |