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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 | $114,212 | $202,342-43.6% | $172,753-33.9% | $152,909-25.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.14% | 1029.88%-1012.7pp | 803.00%-785.9pp | 345.46%-328.3pp |
| Employer contribution / active EE | $11,383 | $5,857+94.3% | $5,144+121.3% | $4,764+138.9% |
| Participant deferral / active EE | $13,983 | $5,948+135.1% | $5,198+169.0% | $5,851+139.0% |
| Admin fee / account holder | $3,504 | $17,112-79.5% | $13,956-74.9% | $11,601-69.8% |