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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 | $45,222 | $202,342-77.7% | $172,753-73.8% | $152,909-70.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.82% | 1029.88%-1010.1pp | 803.00%-783.2pp | 345.46%-325.6pp |
| Employer contribution / active EE | $15,016 | $5,857+156.4% | $5,144+191.9% | $4,764+215.2% |
| Participant deferral / active EE | $11,759 | $5,948+97.7% | $5,198+126.2% | $5,851+101.0% |
| Admin fee / account holder | $312 | $17,112-98.2% | $13,956-97.8% | $11,601-97.3% |