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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 | $89,739 | $202,342-55.6% | $172,753-48.1% | $152,909-41.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.63% | 1029.88%-1009.2pp | 803.00%-782.4pp | 345.46%-324.8pp |
| Employer contribution / active EE | $6,001 | $5,857+2.4% | $5,144+16.7% | $4,764+26.0% |
| Participant deferral / active EE | $3,376 | $5,948-43.2% | $5,198-35.1% | $5,851-42.3% |
| Admin fee / account holder | $6,049 | $17,112-64.6% | $13,956-56.7% | $11,601-47.9% |