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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 | $114,472 | $202,342-43.4% | $172,753-33.7% | $152,909-25.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.28% | 1029.88%-1004.6pp | 803.00%-777.7pp | 345.46%-320.2pp |
| Employer contribution / active EE | $8,775 | $5,857+49.8% | $5,144+70.6% | $4,764+84.2% |
| Participant deferral / active EE | $5,242 | $5,948-11.9% | $5,198+0.8% | $5,851-10.4% |
| Admin fee / account holder | $3,069 | $17,112-82.1% | $13,956-78.0% | $11,601-73.5% |