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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 | $49,788 | $202,342-75.4% | $172,752-71.2% | $152,897-67.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.38% | 1029.83%-999.4pp | 802.97%-772.6pp | 345.43%-315.1pp |
| Employer contribution / active EE | $6,165 | $5,858+5.2% | $5,144+19.8% | $4,764+29.4% |
| Participant deferral / active EE | $5,730 | $5,948-3.7% | $5,198+10.2% | $5,851-2.1% |
| Admin fee / account holder | $834 | $17,111-95.1% | $13,955-94.0% | $11,599-92.8% |