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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 | $117,609 | $202,342-41.9% | $172,753-31.9% | $152,909-23.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.73% | 1029.88%-1004.2pp | 803.00%-777.3pp | 345.46%-319.7pp |
| Employer contribution / active EE | $4,534 | $5,857-22.6% | $5,144-11.8% | $4,764-4.8% |
| Participant deferral / active EE | $3,850 | $5,948-35.3% | $5,198-25.9% | $5,851-34.2% |
| Admin fee / account holder | $2,814 | $17,112-83.6% | $13,956-79.8% | $11,601-75.7% |