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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 | $64,891 | $202,342-67.9% | $172,752-62.4% | $152,897-57.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.10% | 1029.83%-1016.7pp | 802.97%-789.9pp | 345.43%-332.3pp |
| Employer contribution / active EE | $8,107 | $5,858+38.4% | $5,144+57.6% | $4,764+70.2% |
| Participant deferral / active EE | $7,775 | $5,948+30.7% | $5,198+49.6% | $5,851+32.9% |
| Admin fee / account holder | $435 | $17,111-97.5% | $13,955-96.9% | $11,599-96.3% |