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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 | $51,236 | $202,342-74.7% | $172,753-70.3% | $152,909-66.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.26% | 1029.88%-1007.6pp | 803.00%-780.7pp | 345.46%-323.2pp |
| Employer contribution / active EE | $7,748 | $5,857+32.3% | $5,144+50.6% | $4,764+62.6% |
| Participant deferral / active EE | $8,656 | $5,948+45.5% | $5,198+66.5% | $5,851+47.9% |
| Admin fee / account holder | $1,177 | $17,112-93.1% | $13,956-91.6% | $11,601-89.9% |