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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 | $52,080 | $202,342-74.3% | $172,752-69.9% | $152,897-65.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.76% | 1029.83%-1003.1pp | 802.97%-776.2pp | 345.43%-318.7pp |
| Employer contribution / active EE | $10,918 | $5,858+86.4% | $5,144+112.2% | $4,764+129.2% |
| Participant deferral / active EE | $8,746 | $5,948+47.0% | $5,198+68.3% | $5,851+49.5% |
| Admin fee / account holder | $500 | $17,111-97.1% | $13,955-96.4% | $11,599-95.7% |