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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 | $57,617 | $202,342-71.5% | $172,753-66.6% | $152,909-62.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.76% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $4,742 | $5,857-19.0% | $5,144-7.8% | $4,764-0.5% |
| Participant deferral / active EE | $5,064 | $5,948-14.9% | $5,198-2.6% | $5,851-13.4% |
| Admin fee / account holder | $441 | $17,112-97.4% | $13,956-96.8% | $11,601-96.2% |