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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 | $63,811 | $202,342-68.5% | $172,753-63.1% | $152,909-58.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.56% | 1029.88%-1004.3pp | 803.00%-777.4pp | 345.46%-319.9pp |
| Employer contribution / active EE | $1,823 | $5,857-68.9% | $5,144-64.6% | $4,764-61.7% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,862 | $17,112-89.1% | $13,956-86.7% | $11,601-83.9% |