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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 | $45,278 | $202,342-77.6% | $172,753-73.8% | $152,909-70.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.57% | 1029.88%-1008.3pp | 803.00%-781.4pp | 345.46%-323.9pp |
| Employer contribution / active EE | $4,429 | $5,857-24.4% | $5,144-13.9% | $4,764-7.0% |
| Participant deferral / active EE | $3,894 | $5,948-34.5% | $5,198-25.1% | $5,851-33.4% |
| Admin fee / account holder | $16,704 | $17,112-2.4% | $13,956+19.7% | $11,601+44.0% |