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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 | $75,760 | $202,345-62.6% | $172,755-56.1% | $152,885-50.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.93% | 1029.77%-1007.8pp | 802.94%-781.0pp | 345.39%-323.5pp |
| Employer contribution / active EE | $21,182 | $5,858+261.6% | $5,144+311.8% | $4,763+344.7% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $346 | $17,111-98.0% | $13,955-97.5% | $11,598-97.0% |