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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 | $78,147 | $202,342-61.4% | $172,752-54.8% | $152,897-48.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 168.12% | 1029.83%-861.7pp | 802.97%-634.8pp | 345.43%-177.3pp |
| Employer contribution / active EE | $3,108 | $5,858-46.9% | $5,144-39.6% | $4,764-34.8% |
| Participant deferral / active EE | $4,315 | $5,948-27.5% | $5,198-17.0% | $5,851-26.3% |
| Admin fee / account holder | $843 | $17,111-95.1% | $13,955-94.0% | $11,599-92.7% |