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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 | $49,272 | $202,342-75.6% | $172,753-71.5% | $152,909-67.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.35% | 1029.88%-1009.5pp | 803.00%-782.7pp | 345.46%-325.1pp |
| Employer contribution / active EE | $3,381 | $5,857-42.3% | $5,144-34.3% | $4,764-29.0% |
| Participant deferral / active EE | $2,925 | $5,948-50.8% | $5,198-43.7% | $5,851-50.0% |
| Admin fee / account holder | $70,570 | $17,112+312.4% | $13,956+405.7% | $11,601+508.3% |