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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 | $94,722 | $202,345-53.2% | $172,755-45.2% | $152,885-38.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.36% | 1029.77%-1003.4pp | 802.94%-776.6pp | 345.39%-319.0pp |
| Employer contribution / active EE | $3,410 | $5,858-41.8% | $5,144-33.7% | $4,763-28.4% |
| Participant deferral / active EE | $4,435 | $5,948-25.4% | $5,198-14.7% | $5,851-24.2% |
| Admin fee / account holder | $7,491 | $17,111-56.2% | $13,955-46.3% | $11,598-35.4% |