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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 | $169,467 | $202,342-16.2% | $172,753-1.9% | $152,909+10.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.87% | 1029.88%-1004.0pp | 803.00%-777.1pp | 345.46%-319.6pp |
| Employer contribution / active EE | $9,961 | $5,857+70.1% | $5,144+93.7% | $4,764+109.1% |
| Participant deferral / active EE | $10,265 | $5,948+72.6% | $5,198+97.5% | $5,851+75.4% |
| Admin fee / account holder | $2,074 | $17,112-87.9% | $13,956-85.1% | $11,601-82.1% |