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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 | $143,748 | $202,342-29.0% | $172,752-16.8% | $152,897-6.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 32.07% | 1029.83%-997.8pp | 802.97%-770.9pp | 345.43%-313.4pp |
| Employer contribution / active EE | $4,286 | $5,858-26.8% | $5,144-16.7% | $4,764-10.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,238 | $17,111-92.8% | $13,955-91.1% | $11,599-89.3% |