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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 | $34,157 | $202,342-83.1% | $172,753-80.2% | $152,909-77.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.24% | 1029.88%-1015.6pp | 803.00%-788.8pp | 345.46%-331.2pp |
| Employer contribution / active EE | $7,387 | $5,857+26.1% | $5,144+43.6% | $4,764+55.1% |
| Participant deferral / active EE | $3,903 | $5,948-34.4% | $5,198-24.9% | $5,851-33.3% |
| Admin fee / account holder | $352 | $17,112-97.9% | $13,956-97.5% | $11,601-97.0% |