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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 | $71,103 | $202,342-64.9% | $172,752-58.8% | $152,897-53.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.81% | 1029.83%-1012.0pp | 802.97%-785.2pp | 345.43%-327.6pp |
| Employer contribution / active EE | $9,828 | $5,858+67.8% | $5,144+91.0% | $4,764+106.3% |
| Participant deferral / active EE | $6,364 | $5,948+7.0% | $5,198+22.4% | $5,851+8.8% |
| Admin fee / account holder | $608 | $17,111-96.4% | $13,955-95.6% | $11,599-94.8% |