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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 | $61,133 | $202,342-69.8% | $172,752-64.6% | $152,897-60.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.33% | 1029.83%-1015.5pp | 802.97%-788.6pp | 345.43%-331.1pp |
| Employer contribution / active EE | $7,665 | $5,858+30.8% | $5,144+49.0% | $4,764+60.9% |
| Participant deferral / active EE | $6,064 | $5,948+1.9% | $5,198+16.7% | $5,851+3.6% |
| Admin fee / account holder | $453 | $17,111-97.4% | $13,955-96.8% | $11,599-96.1% |