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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 | $66,337 | $202,342-67.2% | $172,753-61.6% | $152,909-56.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.34% | 1029.88%-1008.5pp | 803.00%-781.7pp | 345.46%-324.1pp |
| Employer contribution / active EE | $3,870 | $5,857-33.9% | $5,144-24.8% | $4,764-18.8% |
| Participant deferral / active EE | $3,000 | $5,948-49.6% | $5,198-42.3% | $5,851-48.7% |
| Admin fee / account holder | $935 | $17,112-94.5% | $13,956-93.3% | $11,601-91.9% |