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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 | $173,823 | $202,342-14.1% | $172,753+0.6% | $152,909+13.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.71% | 1029.88%-1012.2pp | 803.00%-785.3pp | 345.46%-327.8pp |
| Employer contribution / active EE | $8,680 | $5,857+48.2% | $5,144+68.7% | $4,764+82.2% |
| Participant deferral / active EE | $5,078 | $5,948-14.6% | $5,198-2.3% | $5,851-13.2% |
| Admin fee / account holder | $2,260 | $17,112-86.8% | $13,956-83.8% | $11,601-80.5% |