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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 | $61,431 | $202,342-69.6% | $172,753-64.4% | $152,909-59.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.42% | 1029.88%-1008.5pp | 803.00%-781.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $6,381 | $5,857+8.9% | $5,144+24.1% | $4,764+33.9% |
| Participant deferral / active EE | $5,480 | $5,948-7.9% | $5,198+5.4% | $5,851-6.3% |
| Admin fee / account holder | $645 | $17,112-96.2% | $13,956-95.4% | $11,601-94.4% |