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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 | $81,080 | $202,342-59.9% | $172,753-53.1% | $152,909-47.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.31% | 1029.88%-1010.6pp | 803.00%-783.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $2,703 | $5,857-53.9% | $5,144-47.5% | $4,764-43.3% |
| Participant deferral / active EE | $4,922 | $5,948-17.3% | $5,198-5.3% | $5,851-15.9% |
| Admin fee / account holder | $422 | $17,112-97.5% | $13,956-97.0% | $11,601-96.4% |