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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 | $66,078 | $202,342-67.3% | $172,753-61.8% | $152,909-56.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.05% | 1029.88%-1005.8pp | 803.00%-778.9pp | 345.46%-321.4pp |
| Employer contribution / active EE | $4,823 | $5,857-17.7% | $5,144-6.2% | $4,764+1.2% |
| Participant deferral / active EE | $8,409 | $5,948+41.4% | $5,198+61.8% | $5,851+43.7% |
| Admin fee / account holder | $807 | $17,112-95.3% | $13,956-94.2% | $11,601-93.0% |