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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 | $60,803 | $202,342-70.0% | $172,753-64.8% | $152,909-60.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.30% | 1029.88%-1016.6pp | 803.00%-789.7pp | 345.46%-332.2pp |
| Employer contribution / active EE | $7,187 | $5,857+22.7% | $5,144+39.7% | $4,764+50.9% |
| Participant deferral / active EE | $4,421 | $5,948-25.7% | $5,198-14.9% | $5,851-24.4% |
| Admin fee / account holder | $528 | $17,112-96.9% | $13,956-96.2% | $11,601-95.4% |