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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 | $89,547 | $88,778+0.9% | $81,844+9.4% | $145,884-38.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.45% | 1033.03%-1013.6pp | 778.87%-759.4pp | 551.85%-532.4pp |
| Employer contribution / active EE | $52,375 | $3,087+1596.6% | $2,916+1695.9% | $4,662+1023.4% |
| Participant deferral / active EE | $22,875 | $4,648+392.1% | $4,323+429.1% | $6,690+241.9% |
| Admin fee / account holder | $1,168 | $8,430-86.1% | $7,355-84.1% | $13,392-91.3% |