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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 | $76,212 | $202,345-62.3% | $172,755-55.9% | $152,885-50.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.42% | 1029.77%-1008.4pp | 802.94%-781.5pp | 345.39%-324.0pp |
| Employer contribution / active EE | $3,513 | $5,858-40.0% | $5,144-31.7% | $4,763-26.2% |
| Participant deferral / active EE | $4,746 | $5,948-20.2% | $5,198-8.7% | $5,851-18.9% |
| Admin fee / account holder | $7,006 | $17,111-59.1% | $13,955-49.8% | $11,598-39.6% |