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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 | $63,481 | $202,342-68.6% | $172,753-63.3% | $152,909-58.5% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 25.40% | 1029.88%-1004.5pp | 803.00%-777.6pp | 345.46%-320.1pp |
| Employer contribution / active EE | $12,298 | $5,857+110.0% | $5,144+139.1% | $4,764+158.2% |
| Participant deferral / active EE | $8,136 | $5,948+36.8% | $5,198+56.5% | $5,851+39.0% |
| Admin fee / account holder | $1,374 | $17,112-92.0% | $13,956-90.2% | $11,601-88.2% |