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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 | $159,465 | $209,840-24.0% | $189,517-15.9% | $167,497-4.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.24% | 748.35%-718.1pp | 555.19%-525.0pp | 478.62%-448.4pp |
| Employer contribution / active EE | $6,383 | $6,914-7.7% | $6,162+3.6% | $4,838+31.9% |
| Participant deferral / active EE | $13,000 | $8,935+45.5% | $8,221+58.1% | $6,341+105.0% |
| Admin fee / account holder | $857 | $14,294-94.0% | $12,045-92.9% | $12,310-93.0% |