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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 | $44,425 | $202,342-78.0% | $172,752-74.3% | $152,897-70.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.83% | 1029.83%-1016.0pp | 802.97%-789.1pp | 345.43%-331.6pp |
| Employer contribution / active EE | $12,774 | $5,858+118.1% | $5,144+148.3% | $4,764+168.2% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.8% | $5,851+8.2% |
| Admin fee / account holder | $418 | $17,111-97.6% | $13,955-97.0% | $11,599-96.4% |