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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 | $96,768 | $202,342-52.2% | $172,752-44.0% | $152,897-36.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.46% | 1029.83%-1016.4pp | 802.97%-789.5pp | 345.43%-332.0pp |
| Employer contribution / active EE | $8,912 | $5,858+52.1% | $5,144+73.2% | $4,764+87.1% |
| Participant deferral / active EE | $4,147 | $5,948-30.3% | $5,198-20.2% | $5,851-29.1% |
| Admin fee / account holder | $1,362 | $17,111-92.0% | $13,955-90.2% | $11,599-88.3% |