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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 | $40,049 | $202,342-80.2% | $172,753-76.8% | $152,909-73.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.52% | 1029.88%-1008.4pp | 803.00%-781.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $10,540 | $5,857+79.9% | $5,144+104.9% | $4,764+121.3% |
| Participant deferral / active EE | $5,258 | $5,948-11.6% | $5,198+1.2% | $5,851-10.1% |
| Admin fee / account holder | $726 | $17,112-95.8% | $13,956-94.8% | $11,601-93.7% |