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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 | $43,626 | $202,342-78.4% | $172,753-74.7% | $152,909-71.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.77% | 1029.88%-1013.1pp | 803.00%-786.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $10,173 | $5,857+73.7% | $5,144+97.8% | $4,764+113.5% |
| Participant deferral / active EE | $8,628 | $5,948+45.1% | $5,198+66.0% | $5,851+47.5% |
| Admin fee / account holder | $74,156 | $17,112+333.4% | $13,956+431.4% | $11,601+539.2% |