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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 | $65,247 | $202,342-67.8% | $172,753-62.2% | $152,909-57.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.30% | 1029.88%-1008.6pp | 803.00%-781.7pp | 345.46%-324.2pp |
| Employer contribution / active EE | $8,064 | $5,857+37.7% | $5,144+56.8% | $4,764+69.3% |
| Participant deferral / active EE | $9,998 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $4,636 | $17,112-72.9% | $13,956-66.8% | $11,601-60.0% |