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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 | $71,130 | $202,342-64.8% | $172,752-58.8% | $152,897-53.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.20% | 1029.83%-1012.6pp | 802.97%-785.8pp | 345.43%-328.2pp |
| Employer contribution / active EE | $7,775 | $5,858+32.7% | $5,144+51.1% | $4,764+63.2% |
| Participant deferral / active EE | $4,750 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $1,252 | $17,111-92.7% | $13,955-91.0% | $11,599-89.2% |