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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 | $74,778 | $202,342-63.0% | $172,753-56.7% | $152,909-51.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.09% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.4pp |
| Employer contribution / active EE | $5,048 | $5,857-13.8% | $5,144-1.9% | $4,764+6.0% |
| Participant deferral / active EE | $4,865 | $5,948-18.2% | $5,198-6.4% | $5,851-16.9% |
| Admin fee / account holder | $534 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |