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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 | $93,923 | $202,342-53.6% | $172,753-45.6% | $152,909-38.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.06% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.4pp |
| Employer contribution / active EE | $16,558 | $5,857+182.7% | $5,144+221.9% | $4,764+247.6% |
| Participant deferral / active EE | $11,345 | $5,948+90.7% | $5,198+118.3% | $5,851+93.9% |
| Admin fee / account holder | $696 | $17,112-95.9% | $13,956-95.0% | $11,601-94.0% |