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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 | $59,473 | $202,342-70.6% | $172,752-65.6% | $152,897-61.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.04% | 1029.83%-1010.8pp | 802.97%-783.9pp | 345.43%-326.4pp |
| Employer contribution / active EE | $8,950 | $5,858+52.8% | $5,144+74.0% | $4,764+87.9% |
| Participant deferral / active EE | $6,672 | $5,948+12.2% | $5,198+28.4% | $5,851+14.0% |
| Admin fee / account holder | $495 | $17,111-97.1% | $13,955-96.5% | $11,599-95.7% |