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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 | $56,050 | $202,342-72.3% | $172,753-67.6% | $152,909-63.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.39% | 1029.88%-1013.5pp | 803.00%-786.6pp | 345.46%-329.1pp |
| Employer contribution / active EE | $6,908 | $5,857+17.9% | $5,144+34.3% | $4,764+45.0% |
| Participant deferral / active EE | $3,403 | $5,948-42.8% | $5,198-34.5% | $5,851-41.8% |
| Admin fee / account holder | $752 | $17,112-95.6% | $13,956-94.6% | $11,601-93.5% |