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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 | $70,171 | $202,345-65.3% | $172,755-59.4% | $152,885-54.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.40% | 1029.77%-1011.4pp | 802.94%-784.5pp | 345.39%-327.0pp |
| Employer contribution / active EE | $9,081 | $5,858+55.0% | $5,144+76.5% | $4,763+90.7% |
| Participant deferral / active EE | $8,038 | $5,948+35.1% | $5,198+54.6% | $5,851+37.4% |
| Admin fee / account holder | $3,850 | $17,111-77.5% | $13,955-72.4% | $11,598-66.8% |