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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 | $103,353 | $202,342-48.9% | $172,753-40.2% | $152,909-32.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.66% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $9,075 | $5,857+54.9% | $5,144+76.4% | $4,764+90.5% |
| Participant deferral / active EE | $5,304 | $5,948-10.8% | $5,198+2.0% | $5,851-9.4% |
| Admin fee / account holder | $14,295 | $17,112-16.5% | $13,956+2.4% | $11,601+23.2% |