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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 | $95,058 | $202,342-53.0% | $172,753-45.0% | $152,909-37.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.73% | 1029.88%-1010.1pp | 803.00%-783.3pp | 345.46%-325.7pp |
| Employer contribution / active EE | $4,200 | $5,857-28.3% | $5,144-18.3% | $4,764-11.8% |
| Participant deferral / active EE | $16,000 | $5,948+169.0% | $5,198+207.8% | $5,851+173.4% |
| Admin fee / account holder | $1,375 | $17,112-92.0% | $13,956-90.1% | $11,601-88.2% |