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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 | $38,663 | $202,342-80.9% | $172,752-77.6% | $152,897-74.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.15% | 1029.83%-1005.7pp | 802.97%-778.8pp | 345.43%-321.3pp |
| Employer contribution / active EE | $10,192 | $5,858+74.0% | $5,144+98.1% | $4,764+114.0% |
| Participant deferral / active EE | $4,698 | $5,948-21.0% | $5,198-9.6% | $5,851-19.7% |
| Admin fee / account holder | $579 | $17,111-96.6% | $13,955-95.8% | $11,599-95.0% |