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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 | $96,449 | $202,342-52.3% | $172,752-44.2% | $152,897-36.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.13% | 1029.83%-1006.7pp | 802.97%-779.8pp | 345.43%-322.3pp |
| Employer contribution / active EE | $10,852 | $5,858+85.3% | $5,144+111.0% | $4,764+127.8% |
| Participant deferral / active EE | $9,586 | $5,948+61.1% | $5,198+84.4% | $5,851+63.8% |
| Admin fee / account holder | $2,289 | $17,111-86.6% | $13,955-83.6% | $11,599-80.3% |