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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 | $49,004 | $202,342-75.8% | $172,753-71.6% | $152,909-68.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.54% | 1029.88%-1005.3pp | 803.00%-778.5pp | 345.46%-320.9pp |
| Employer contribution / active EE | $4,880 | $5,857-16.7% | $5,144-5.1% | $4,764+2.4% |
| Participant deferral / active EE | $7,542 | $5,948+26.8% | $5,198+45.1% | $5,851+28.9% |
| Admin fee / account holder | $752 | $17,112-95.6% | $13,956-94.6% | $11,601-93.5% |