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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 | $61,076 | $202,342-69.8% | $172,752-64.6% | $152,897-60.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.81% | 1029.83%-1013.0pp | 802.97%-786.2pp | 345.43%-328.6pp |
| Employer contribution / active EE | $2,330 | $5,858-60.2% | $5,144-54.7% | $4,764-51.1% |
| Participant deferral / active EE | $2,449 | $5,948-58.8% | $5,198-52.9% | $5,851-58.1% |
| Admin fee / account holder | $15,921 | $17,111-7.0% | $13,955+14.1% | $11,599+37.3% |