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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 | $49,048 | $202,342-75.8% | $172,752-71.6% | $152,897-67.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.72% | 1029.83%-1010.1pp | 802.97%-783.2pp | 345.43%-325.7pp |
| Employer contribution / active EE | $9,048 | $5,858+54.5% | $5,144+75.9% | $4,764+89.9% |
| Participant deferral / active EE | $8,936 | $5,948+50.2% | $5,198+71.9% | $5,851+52.7% |
| Admin fee / account holder | $13,095 | $17,111-23.5% | $13,955-6.2% | $11,599+12.9% |