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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 | $81,558 | $202,345-59.7% | $172,755-52.8% | $152,885-46.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.73% | 1029.77%-1011.0pp | 802.94%-784.2pp | 345.39%-326.7pp |
| Employer contribution / active EE | $4,007 | $5,858-31.6% | $5,144-22.1% | $4,763-15.9% |
| Participant deferral / active EE | $7,547 | $5,948+26.9% | $5,198+45.2% | $5,851+29.0% |
| Admin fee / account holder | $565 | $17,111-96.7% | $13,955-95.9% | $11,598-95.1% |