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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 | $73,674 | $202,342-63.6% | $172,753-57.4% | $152,909-51.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.53% | 1029.88%-1016.3pp | 803.00%-789.5pp | 345.46%-331.9pp |
| Employer contribution / active EE | $6,274 | $5,857+7.1% | $5,144+22.0% | $4,764+31.7% |
| Participant deferral / active EE | $4,884 | $5,948-17.9% | $5,198-6.0% | $5,851-16.5% |
| Admin fee / account holder | $56,201 | $17,112+228.4% | $13,956+302.7% | $11,601+384.5% |