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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 | $191,666 | $202,342-5.3% | $172,752+10.9% | $152,897+25.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.23% | 1029.83%-1006.6pp | 802.97%-779.7pp | 345.43%-322.2pp |
| Employer contribution / active EE | $8,833 | $5,858+50.8% | $5,144+71.7% | $4,764+85.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,760 | $17,111-72.2% | $13,955-65.9% | $11,599-59.0% |