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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 | $42,746 | $160,059-73.3% | $140,019-69.5% | $135,380-68.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 315.57% | 911.48%-595.9pp | 651.17%-335.6pp | 519.81%-204.2pp |
| Employer contribution / active EE | $3,932 | $6,420-38.8% | $5,605-29.9% | $4,779-17.7% |
| Participant deferral / active EE | $8,047 | $7,641+5.3% | $6,927+16.2% | $5,609+43.5% |
| Admin fee / account holder | $332 | $13,328-97.5% | $10,705-96.9% | $10,828-96.9% |