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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 | $96,105 | $202,342-52.5% | $172,753-44.4% | $152,909-37.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.88% | 1029.88%-1002.0pp | 803.00%-775.1pp | 345.46%-317.6pp |
| Employer contribution / active EE | $7,063 | $5,857+20.6% | $5,144+37.3% | $4,764+48.3% |
| Participant deferral / active EE | $6,434 | $5,948+8.2% | $5,198+23.8% | $5,851+10.0% |
| Admin fee / account holder | $1,128 | $17,112-93.4% | $13,956-91.9% | $11,601-90.3% |