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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 | $51,438 | $202,342-74.6% | $172,753-70.2% | $152,909-66.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.43% | 1029.88%-1014.4pp | 803.00%-787.6pp | 345.46%-330.0pp |
| Employer contribution / active EE | $3,735 | $5,857-36.2% | $5,144-27.4% | $4,764-21.6% |
| Participant deferral / active EE | $3,486 | $5,948-41.4% | $5,198-32.9% | $5,851-40.4% |
| Admin fee / account holder | $5,140 | $17,112-70.0% | $13,956-63.2% | $11,601-55.7% |