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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 | $66,865 | $202,342-67.0% | $172,753-61.3% | $152,909-56.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.78% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.7pp |
| Employer contribution / active EE | $6,600 | $5,857+12.7% | $5,144+28.3% | $4,764+38.5% |
| Participant deferral / active EE | $3,071 | $5,948-48.4% | $5,198-40.9% | $5,851-47.5% |
| Admin fee / account holder | $6,446 | $17,112-62.3% | $13,956-53.8% | $11,601-44.4% |