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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 | $34,114 | $202,342-83.1% | $172,753-80.3% | $152,909-77.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.94% | 1029.88%-1008.9pp | 803.00%-782.1pp | 345.46%-324.5pp |
| Employer contribution / active EE | $3,215 | $5,857-45.1% | $5,144-37.5% | $4,764-32.5% |
| Participant deferral / active EE | $4,305 | $5,948-27.6% | $5,198-17.2% | $5,851-26.4% |
| Admin fee / account holder | $462 | $17,112-97.3% | $13,956-96.7% | $11,601-96.0% |