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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 | $119,258 | $202,342-41.1% | $172,752-31.0% | $152,897-22.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.94% | 1029.83%-1014.9pp | 802.97%-788.0pp | 345.43%-330.5pp |
| Employer contribution / active EE | $19,809 | $5,858+238.2% | $5,144+285.1% | $4,764+315.8% |
| Participant deferral / active EE | $9,657 | $5,948+62.4% | $5,198+85.8% | $5,851+65.0% |
| Admin fee / account holder | $1,482 | $17,111-91.3% | $13,955-89.4% | $11,599-87.2% |