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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 | $50,374 | $202,342-75.1% | $172,752-70.8% | $152,897-67.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 344.25% | 1029.83%-685.6pp | 802.97%-458.7pp | 345.43%-1.2pp |
| Employer contribution / active EE | $2,572 | $5,858-56.1% | $5,144-50.0% | $4,764-46.0% |
| Participant deferral / active EE | $13,638 | $5,948+129.3% | $5,198+162.4% | $5,851+133.1% |
| Admin fee / account holder | $565 | $17,111-96.7% | $13,955-95.9% | $11,599-95.1% |