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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 | $132,931 | $202,342-34.3% | $172,753-23.1% | $152,909-13.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 100.04% | 1029.88%-929.8pp | 803.00%-703.0pp | 345.46%-245.4pp |
| Employer contribution / active EE | $2,565 | $5,857-56.2% | $5,144-50.1% | $4,764-46.2% |
| Participant deferral / active EE | $5,275 | $5,948-11.3% | $5,198+1.5% | $5,851-9.8% |
| Admin fee / account holder | $332 | $17,112-98.1% | $13,956-97.6% | $11,601-97.1% |