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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 | $167,789 | $202,342-17.1% | $172,753-2.9% | $152,909+9.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.92% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.5pp |
| Employer contribution / active EE | $5,983 | $5,857+2.1% | $5,144+16.3% | $4,764+25.6% |
| Participant deferral / active EE | $7,285 | $5,948+22.5% | $5,198+40.2% | $5,851+24.5% |
| Admin fee / account holder | $106,884 | $17,112+524.6% | $13,956+665.9% | $11,601+821.4% |