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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 | $176,805 | $202,342-12.6% | $172,752+2.3% | $152,897+15.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.45% | 1029.83%-1012.4pp | 802.97%-785.5pp | 345.43%-328.0pp |
| Employer contribution / active EE | $2,550 | $5,858-56.5% | $5,144-50.4% | $4,764-46.5% |
| Participant deferral / active EE | $7,336 | $5,948+23.3% | $5,198+41.1% | $5,851+25.4% |
| Admin fee / account holder | $20,668 | $17,111+20.8% | $13,955+48.1% | $11,599+78.2% |