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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 | $47,407 | $202,342-76.6% | $172,753-72.6% | $152,909-69.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 64.47% | 1029.88%-965.4pp | 803.00%-738.5pp | 345.46%-281.0pp |
| Employer contribution / active EE | $6,167 | $5,857+5.3% | $5,144+19.9% | $4,764+29.4% |
| Participant deferral / active EE | $5,071 | $5,948-14.8% | $5,198-2.4% | $5,851-13.3% |
| Admin fee / account holder | $3,178 | $17,112-81.4% | $13,956-77.2% | $11,601-72.6% |