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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 | $64,408 | $202,342-68.2% | $172,753-62.7% | $152,909-57.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.09% | 1029.88%-1004.8pp | 803.00%-777.9pp | 345.46%-320.4pp |
| Employer contribution / active EE | $6,348 | $5,857+8.4% | $5,144+23.4% | $4,764+33.3% |
| Participant deferral / active EE | $9,575 | $5,948+61.0% | $5,198+84.2% | $5,851+63.6% |
| Admin fee / account holder | $2,791 | $17,112-83.7% | $13,956-80.0% | $11,601-75.9% |