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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 | $70,470 | $202,342-65.2% | $172,752-59.2% | $152,897-53.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.34% | 1029.83%-1016.5pp | 802.97%-789.6pp | 345.43%-332.1pp |
| Employer contribution / active EE | $1,507 | $5,858-74.3% | $5,144-70.7% | $4,764-68.4% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $821 | $17,111-95.2% | $13,955-94.1% | $11,599-92.9% |