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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 | $31,278 | $138,068-77.3% | $125,358-75.0% | $134,493-76.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 120.54% | 750.30%-629.8pp | 572.03%-451.5pp | 418.01%-297.5pp |
| Employer contribution / active EE | $4,852 | $5,244-7.5% | $4,814+0.8% | $4,740+2.4% |
| Participant deferral / active EE | $7,995 | $7,799+2.5% | $7,447+7.4% | $6,400+24.9% |
| Admin fee / account holder | $891 | $11,568-92.3% | $10,007-91.1% | $11,425-92.2% |