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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 | $91,101 | $202,345-55.0% | $172,755-47.3% | $152,885-40.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.27% | 1029.77%-1005.5pp | 802.94%-778.7pp | 345.39%-321.1pp |
| Employer contribution / active EE | $2,875 | $5,858-50.9% | $5,144-44.1% | $4,763-39.6% |
| Participant deferral / active EE | $12,600 | $5,948+111.8% | $5,198+142.4% | $5,851+115.4% |
| Admin fee / account holder | $959 | $17,111-94.4% | $13,955-93.1% | $11,598-91.7% |