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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 | $61,423 | $202,345-69.6% | $172,755-64.4% | $152,885-59.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.56% | 1029.77%-1010.2pp | 802.94%-783.4pp | 345.39%-325.8pp |
| Employer contribution / active EE | $7,604 | $5,858+29.8% | $5,144+47.8% | $4,763+59.7% |
| Participant deferral / active EE | $6,043 | $5,948+1.6% | $5,198+16.3% | $5,851+3.3% |
| Admin fee / account holder | $450 | $17,111-97.4% | $13,955-96.8% | $11,598-96.1% |