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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 | $57,715 | $202,342-71.5% | $172,753-66.6% | $152,909-62.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.72% | 1029.88%-1013.2pp | 803.00%-786.3pp | 345.46%-328.7pp |
| Employer contribution / active EE | $4,622 | $5,857-21.1% | $5,144-10.1% | $4,764-3.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $531 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |