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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 | $46,726 | $202,342-76.9% | $172,753-73.0% | $152,909-69.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.90% | 1029.88%-1007.0pp | 803.00%-780.1pp | 345.46%-322.6pp |
| Employer contribution / active EE | $3,660 | $5,857-37.5% | $5,144-28.9% | $4,764-23.2% |
| Participant deferral / active EE | $8,891 | $5,948+49.5% | $5,198+71.1% | $5,851+51.9% |
| Admin fee / account holder | $1,556 | $17,112-90.9% | $13,956-88.8% | $11,601-86.6% |