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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 | $67,476 | $202,342-66.7% | $172,753-60.9% | $152,909-55.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.74% | 1029.88%-1004.1pp | 803.00%-777.3pp | 345.46%-319.7pp |
| Employer contribution / active EE | $17,536 | $5,857+199.4% | $5,144+240.9% | $4,764+268.1% |
| Participant deferral / active EE | $7,757 | $5,948+30.4% | $5,198+49.2% | $5,851+32.6% |
| Admin fee / account holder | $884 | $17,112-94.8% | $13,956-93.7% | $11,601-92.4% |