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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 | $77,670 | $202,342-61.6% | $172,753-55.0% | $152,909-49.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.92% | 1029.88%-1012.0pp | 803.00%-785.1pp | 345.46%-327.5pp |
| Employer contribution / active EE | $8,045 | $5,857+37.4% | $5,144+56.4% | $4,764+68.9% |
| Participant deferral / active EE | $14,143 | $5,948+137.8% | $5,198+172.1% | $5,851+141.7% |
| Admin fee / account holder | $436 | $17,112-97.5% | $13,956-96.9% | $11,601-96.2% |