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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 | $109,967 | $202,326-45.6% | $172,745-36.3% | $152,870-28.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.77% | 1029.72%-1010.0pp | 802.90%-783.1pp | 345.34%-325.6pp |
| Employer contribution / active EE | $7,314 | $5,858+24.9% | $5,144+42.2% | $4,763+53.6% |
| Participant deferral / active EE | $6,326 | $5,948+6.4% | $5,197+21.7% | $5,850+8.1% |
| Admin fee / account holder | $399 | $17,110-97.7% | $13,954-97.1% | $11,597-96.6% |