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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 | $75,682 | $202,342-62.6% | $172,753-56.2% | $152,909-50.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.20% | 1029.88%-1003.7pp | 803.00%-776.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $1,318 | $5,857-77.5% | $5,144-74.4% | $4,764-72.3% |
| Participant deferral / active EE | $3,655 | $5,948-38.6% | $5,198-29.7% | $5,851-37.5% |
| Admin fee / account holder | $491 | $17,112-97.1% | $13,956-96.5% | $11,601-95.8% |