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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 | $56,428 | $202,342-72.1% | $172,753-67.3% | $152,909-63.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.27% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,738 | $5,857-70.3% | $5,144-66.2% | $4,764-63.5% |
| Participant deferral / active EE | $9,439 | $5,948+58.7% | $5,198+81.6% | $5,851+61.3% |
| Admin fee / account holder | $10,775 | $17,112-37.0% | $13,956-22.8% | $11,601-7.1% |