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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 | $56,592 | $202,345-72.0% | $172,755-67.2% | $152,885-63.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.00% | 1029.77%-1008.8pp | 802.94%-781.9pp | 345.39%-324.4pp |
| Employer contribution / active EE | $3,178 | $5,858-45.7% | $5,144-38.2% | $4,763-33.3% |
| Participant deferral / active EE | $5,253 | $5,948-11.7% | $5,198+1.1% | $5,851-10.2% |
| Admin fee / account holder | $6,366 | $17,111-62.8% | $13,955-54.4% | $11,598-45.1% |