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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 | $35,017 | $202,342-82.7% | $172,752-79.7% | $152,897-77.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 31.62% | 1029.83%-998.2pp | 802.97%-771.4pp | 345.43%-313.8pp |
| Employer contribution / active EE | $31,505 | $5,858+437.8% | $5,144+512.4% | $4,764+561.4% |
| Participant deferral / active EE | $17,250 | $5,948+190.0% | $5,198+231.9% | $5,851+194.8% |
| Admin fee / account holder | $864 | $17,111-95.0% | $13,955-93.8% | $11,599-92.6% |