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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 | $35,445 | $171,867-79.4% | $149,721-76.3% | $147,586-76.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.40% | 2113.36%-2104.0pp | 1501.67%-1492.3pp | 578.59%-569.2pp |
| Employer contribution / active EE | $8,101 | $6,275+29.1% | $5,444+48.8% | $4,876+66.1% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $327 | $13,799-97.6% | $11,282-97.1% | $10,886-97.0% |