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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 | $37,585 | $202,342-81.4% | $172,753-78.2% | $152,909-75.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.87% | 1029.88%-1008.0pp | 803.00%-781.1pp | 345.46%-323.6pp |
| Employer contribution / active EE | $6,937 | $5,857+18.4% | $5,144+34.9% | $4,764+45.6% |
| Participant deferral / active EE | $7,377 | $5,948+24.0% | $5,198+41.9% | $5,851+26.1% |
| Admin fee / account holder | $560 | $17,112-96.7% | $13,956-96.0% | $11,601-95.2% |