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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 | $76,891 | $202,342-62.0% | $172,753-55.5% | $152,909-49.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.04% | 1029.88%-1006.8pp | 803.00%-780.0pp | 345.46%-322.4pp |
| Employer contribution / active EE | $5,735 | $5,857-2.1% | $5,144+11.5% | $4,764+20.4% |
| Participant deferral / active EE | $4,488 | $5,948-24.6% | $5,198-13.7% | $5,851-23.3% |
| Admin fee / account holder | $30,222 | $17,112+76.6% | $13,956+116.6% | $11,601+160.5% |