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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 | $44,738 | $202,460-77.9% | $169,385-73.6% | $139,456-67.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 66.93% | 532.07%-465.1pp | 405.82%-338.9pp | 373.45%-306.5pp |
| Employer contribution / active EE | $21,551 | $4,691+359.4% | $4,012+437.2% | $4,753+353.4% |
| Participant deferral / active EE | $16,947 | $6,938+144.3% | $6,221+172.4% | $6,711+152.5% |
| Admin fee / account holder | $536 | $10,719-95.0% | $9,011-94.1% | $11,407-95.3% |