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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 | $88,677 | $202,342-56.2% | $172,753-48.7% | $152,909-42.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.30% | 1029.88%-1008.6pp | 803.00%-781.7pp | 345.46%-324.2pp |
| Employer contribution / active EE | $11,319 | $5,857+93.2% | $5,144+120.1% | $4,764+137.6% |
| Participant deferral / active EE | $7,071 | $5,948+18.9% | $5,198+36.0% | $5,851+20.8% |
| Admin fee / account holder | $586 | $17,112-96.6% | $13,956-95.8% | $11,601-94.9% |