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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 | $70,394 | $202,342-65.2% | $172,753-59.3% | $152,909-54.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.34% | 1029.88%-1014.5pp | 803.00%-787.7pp | 345.46%-330.1pp |
| Employer contribution / active EE | $4,037 | $5,857-31.1% | $5,144-21.5% | $4,764-15.2% |
| Participant deferral / active EE | $5,050 | $5,948-15.1% | $5,198-2.8% | $5,851-13.7% |
| Admin fee / account holder | $707 | $17,112-95.9% | $13,956-94.9% | $11,601-93.9% |