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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 | $73,070 | $202,342-63.9% | $172,753-57.7% | $152,909-52.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.28% | 1029.88%-1011.6pp | 803.00%-784.7pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,963 | $5,857-66.5% | $5,144-61.8% | $4,764-58.8% |
| Participant deferral / active EE | $7,652 | $5,948+28.7% | $5,198+47.2% | $5,851+30.8% |
| Admin fee / account holder | $42,190 | $17,112+146.6% | $13,956+202.3% | $11,601+263.7% |