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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 | $134,788 | $202,345-33.4% | $172,755-22.0% | $152,885-11.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.14% | 1029.77%-1005.6pp | 802.94%-778.8pp | 345.39%-321.3pp |
| Employer contribution / active EE | $16,979 | $5,858+189.9% | $5,144+230.1% | $4,763+256.5% |
| Participant deferral / active EE | $12,994 | $5,948+118.5% | $5,198+150.0% | $5,851+122.1% |
| Admin fee / account holder | $750 | $17,111-95.6% | $13,955-94.6% | $11,598-93.5% |