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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 | $65,760 | $202,342-67.5% | $172,753-61.9% | $152,909-57.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.37% | 1029.88%-1009.5pp | 803.00%-782.6pp | 345.46%-325.1pp |
| Employer contribution / active EE | $5,125 | $5,857-12.5% | $5,144-0.4% | $4,764+7.6% |
| Participant deferral / active EE | $4,363 | $5,948-26.7% | $5,198-16.1% | $5,851-25.4% |
| Admin fee / account holder | $2,215 | $17,112-87.1% | $13,956-84.1% | $11,601-80.9% |