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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 | $39,303 | $202,342-80.6% | $172,753-77.2% | $152,909-74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 74.73% | 1029.88%-955.1pp | 803.00%-728.3pp | 345.46%-270.7pp |
| Employer contribution / active EE | $5,284 | $5,857-9.8% | $5,144+2.7% | $4,764+10.9% |
| Participant deferral / active EE | $9,951 | $5,948+67.3% | $5,198+91.5% | $5,851+70.1% |
| Admin fee / account holder | $697 | $17,112-95.9% | $13,956-95.0% | $11,601-94.0% |