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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 | $89,224 | $202,342-55.9% | $172,753-48.4% | $152,909-41.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.66% | 1029.88%-1006.2pp | 803.00%-779.3pp | 345.46%-321.8pp |
| Employer contribution / active EE | $6,877 | $5,857+17.4% | $5,144+33.7% | $4,764+44.4% |
| Participant deferral / active EE | $5,907 | $5,948-0.7% | $5,198+13.7% | $5,851+1.0% |
| Admin fee / account holder | $738 | $17,112-95.7% | $13,956-94.7% | $11,601-93.6% |