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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 | $42,783 | $202,342-78.9% | $172,752-75.2% | $152,897-72.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.57% | 1029.83%-1011.3pp | 802.97%-784.4pp | 345.43%-326.9pp |
| Employer contribution / active EE | $15,025 | $5,858+156.5% | $5,144+192.1% | $4,764+215.4% |
| Participant deferral / active EE | $12,783 | $5,948+114.9% | $5,198+145.9% | $5,851+118.5% |
| Admin fee / account holder | $573 | $17,111-96.6% | $13,955-95.9% | $11,599-95.1% |