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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 | $94,043 | $202,342-53.5% | $172,752-45.6% | $152,897-38.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.81% | 1029.83%-1006.0pp | 802.97%-779.2pp | 345.43%-321.6pp |
| Employer contribution / active EE | $2,523 | $5,858-56.9% | $5,144-51.0% | $4,764-47.0% |
| Participant deferral / active EE | $2,500 | $5,948-58.0% | $5,198-51.9% | $5,851-57.3% |
| Admin fee / account holder | $407 | $17,111-97.6% | $13,955-97.1% | $11,599-96.5% |