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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 | $81,349 | $202,342-59.8% | $172,753-52.9% | $152,909-46.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.46% | 1029.88%-1010.4pp | 803.00%-783.5pp | 345.46%-326.0pp |
| Employer contribution / active EE | $1,767 | $5,857-69.8% | $5,144-65.7% | $4,764-62.9% |
| Participant deferral / active EE | $7,210 | $5,948+21.2% | $5,198+38.7% | $5,851+23.2% |
| Admin fee / account holder | $641 | $17,112-96.3% | $13,956-95.4% | $11,601-94.5% |