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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 | $95,110 | $202,345-53.0% | $172,755-44.9% | $152,885-37.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.25% | 1029.77%-1011.5pp | 802.94%-784.7pp | 345.39%-327.1pp |
| Employer contribution / active EE | $2,000 | $5,858-65.9% | $5,144-61.1% | $4,763-58.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $887 | $17,111-94.8% | $13,955-93.6% | $11,598-92.3% |