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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 | $31,858 | $202,345-84.3% | $172,755-81.6% | $152,885-79.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 32.07% | 1029.77%-997.7pp | 802.94%-770.9pp | 345.39%-313.3pp |
| Employer contribution / active EE | $1,927 | $5,858-67.1% | $5,144-62.5% | $4,763-59.6% |
| Participant deferral / active EE | $2,804 | $5,948-52.9% | $5,198-46.0% | $5,851-52.1% |
| Admin fee / account holder | $355 | $17,111-97.9% | $13,955-97.5% | $11,598-96.9% |