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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 | $90,511 | $202,342-55.3% | $172,752-47.6% | $152,897-40.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.48% | 1029.83%-1011.3pp | 802.97%-784.5pp | 345.43%-327.0pp |
| Employer contribution / active EE | $5,773 | $5,858-1.5% | $5,144+12.2% | $4,764+21.2% |
| Participant deferral / active EE | $2,691 | $5,948-54.8% | $5,198-48.2% | $5,851-54.0% |
| Admin fee / account holder | $923 | $17,111-94.6% | $13,955-93.4% | $11,599-92.0% |