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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 | $116,774 | $202,326-42.3% | $172,745-32.4% | $152,870-23.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.62% | 1029.72%-1012.1pp | 802.90%-785.3pp | 345.34%-327.7pp |
| Employer contribution / active EE | $3,529 | $5,858-39.8% | $5,144-31.4% | $4,763-25.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $527 | $17,110-96.9% | $13,954-96.2% | $11,597-95.5% |