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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 | $73,927 | $202,342-63.5% | $172,752-57.2% | $152,897-51.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.54% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $10,806 | $5,858+84.5% | $5,144+110.1% | $4,764+126.8% |
| Participant deferral / active EE | $9,059 | $5,948+52.3% | $5,198+74.3% | $5,851+54.8% |
| Admin fee / account holder | $11,096 | $17,111-35.2% | $13,955-20.5% | $11,599-4.3% |