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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 | $34,595 | $185,856-81.4% | $170,028-79.7% | $139,456-75.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 462.58% | 60.52%+402.1pp | 53.39%+409.2pp | 373.45%+89.1pp |
| Employer contribution / active EE | $20,809 | $7,593+174.1% | $6,788+206.6% | $4,753+337.8% |
| Participant deferral / active EE | $10,301 | $11,623-11.4% | $10,409-1.0% | $6,711+53.5% |
| Admin fee / account holder | $1,781 | $15,387-88.4% | $12,820-86.1% | $11,407-84.4% |