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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 | $85,898 | $202,342-57.5% | $172,753-50.3% | $152,909-43.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.74% | 1029.88%-1007.1pp | 803.00%-780.3pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,755 | $5,857-53.0% | $5,144-46.4% | $4,764-42.2% |
| Participant deferral / active EE | $6,760 | $5,948+13.6% | $5,198+30.1% | $5,851+15.5% |
| Admin fee / account holder | $534 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |