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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 | $98,165 | $202,342-51.5% | $172,753-43.2% | $152,909-35.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.99% | 1029.88%-1011.9pp | 803.00%-785.0pp | 345.46%-327.5pp |
| Employer contribution / active EE | $9,915 | $5,857+69.3% | $5,144+92.8% | $4,764+108.1% |
| Participant deferral / active EE | $16,667 | $5,948+180.2% | $5,198+220.7% | $5,851+184.8% |
| Admin fee / account holder | $640 | $17,112-96.3% | $13,956-95.4% | $11,601-94.5% |