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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 | $32,011 | $202,342-84.2% | $172,753-81.5% | $152,909-79.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.09% | 1029.88%-1003.8pp | 803.00%-776.9pp | 345.46%-319.4pp |
| Employer contribution / active EE | $2,293 | $5,857-60.9% | $5,144-55.4% | $4,764-51.9% |
| Participant deferral / active EE | $8,697 | $5,948+46.2% | $5,198+67.3% | $5,851+48.6% |
| Admin fee / account holder | $1,141 | $17,112-93.3% | $13,956-91.8% | $11,601-90.2% |