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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 | $76,736 | $202,342-62.1% | $172,752-55.6% | $152,897-49.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.29% | 1029.83%-1011.5pp | 802.97%-784.7pp | 345.43%-327.1pp |
| Employer contribution / active EE | $8,714 | $5,858+48.8% | $5,144+69.4% | $4,764+82.9% |
| Participant deferral / active EE | $8,040 | $5,948+35.2% | $5,198+54.7% | $5,851+37.4% |
| Admin fee / account holder | $482 | $17,111-97.2% | $13,955-96.5% | $11,599-95.8% |