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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 | $58,718 | $183,988-68.1% | $162,177-63.8% | $152,897-61.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.45% | 150.79%-135.3pp | 115.60%-100.2pp | 345.43%-330.0pp |
| Employer contribution / active EE | $3,750 | $6,370-41.1% | $5,613-33.2% | $4,764-21.3% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $762 | $13,123-94.2% | $10,843-93.0% | $11,599-93.4% |