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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 | $33,250 | $202,345-83.6% | $172,755-80.8% | $152,885-78.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.65% | 1029.77%-1003.1pp | 802.94%-776.3pp | 345.39%-318.7pp |
| Employer contribution / active EE | $4,480 | $5,858-23.5% | $5,144-12.9% | $4,763-5.9% |
| Participant deferral / active EE | $8,460 | $5,948+42.2% | $5,198+62.8% | $5,851+44.6% |
| Admin fee / account holder | $313 | $17,111-98.2% | $13,955-97.8% | $11,598-97.3% |