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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 | $63,731 | $209,888-69.6% | $189,545-66.4% | $167,553-62.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.79% | 748.66%-732.9pp | 555.36%-539.6pp | 478.89%-463.1pp |
| Employer contribution / active EE | $7,233 | $6,915+4.6% | $6,162+17.4% | $4,840+49.4% |
| Participant deferral / active EE | $12,547 | $8,934+40.4% | $8,220+52.6% | $6,343+97.8% |
| Admin fee / account holder | $1,056 | $14,300-92.6% | $12,049-91.2% | $12,316-91.4% |