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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 | $75,431 | $202,342-62.7% | $172,753-56.3% | $152,909-50.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.36% | 1029.88%-1011.5pp | 803.00%-784.6pp | 345.46%-327.1pp |
| Employer contribution / active EE | $5,815 | $5,857-0.7% | $5,144+13.0% | $4,764+22.1% |
| Participant deferral / active EE | $6,010 | $5,948+1.0% | $5,198+15.6% | $5,851+2.7% |
| Admin fee / account holder | $540 | $17,112-96.8% | $13,956-96.1% | $11,601-95.3% |