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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 | $134,906 | $202,342-33.3% | $172,753-21.9% | $152,909-11.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.31% | 1029.88%-1011.6pp | 803.00%-784.7pp | 345.46%-327.1pp |
| Employer contribution / active EE | $9,366 | $5,857+59.9% | $5,144+82.1% | $4,764+96.6% |
| Participant deferral / active EE | $6,189 | $5,948+4.0% | $5,198+19.1% | $5,851+5.8% |
| Admin fee / account holder | $821 | $17,112-95.2% | $13,956-94.1% | $11,601-92.9% |