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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 | $84,899 | $209,422-59.5% | $178,503-52.4% | $158,982-46.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 35.63% | 188.81%-153.2pp | 151.12%-115.5pp | 302.99%-267.4pp |
| Employer contribution / active EE | $10,462 | $5,707+83.3% | $5,011+108.8% | $4,763+119.7% |
| Participant deferral / active EE | $8,120 | $5,955+36.4% | $5,202+56.1% | $5,983+35.7% |
| Admin fee / account holder | $876 | $17,079-94.9% | $13,987-93.7% | $11,252-92.2% |