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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 | $86,038 | $202,342-57.5% | $172,752-50.2% | $152,897-43.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.48% | 1029.83%-1006.3pp | 802.97%-779.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $13,761 | $5,858+134.9% | $5,144+167.5% | $4,764+188.9% |
| Participant deferral / active EE | $20,454 | $5,948+243.9% | $5,198+293.5% | $5,851+249.6% |
| Admin fee / account holder | $676 | $17,111-96.0% | $13,955-95.2% | $11,599-94.2% |