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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 | $64,213 | $209,888-69.4% | $189,545-66.1% | $167,553-61.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.14% | 748.66%-738.5pp | 555.36%-545.2pp | 478.89%-468.8pp |
| Employer contribution / active EE | $14,307 | $6,915+106.9% | $6,162+132.2% | $4,840+195.6% |
| Participant deferral / active EE | $10,361 | $8,934+16.0% | $8,220+26.0% | $6,343+63.4% |
| Admin fee / account holder | $3,564 | $14,300-75.1% | $12,049-70.4% | $12,316-71.1% |