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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 | $40,924 | $202,345-79.8% | $172,755-76.3% | $152,885-73.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.31% | 1029.77%-1001.5pp | 802.94%-774.6pp | 345.39%-317.1pp |
| Employer contribution / active EE | $3,155 | $5,858-46.1% | $5,144-38.7% | $4,763-33.8% |
| Participant deferral / active EE | $3,825 | $5,948-35.7% | $5,198-26.4% | $5,851-34.6% |
| Admin fee / account holder | $1,976 | $17,111-88.5% | $13,955-85.8% | $11,598-83.0% |