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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 | $70,837 | $209,847-66.2% | $189,520-62.6% | $167,518-57.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 9.45% | 748.45%-739.0pp | 555.25%-545.8pp | 478.71%-469.3pp |
| Employer contribution / active EE | $31,625 | $6,913+357.5% | $6,161+413.3% | $4,838+553.6% |
| Participant deferral / active EE | $31,224 | $8,934+249.5% | $8,220+279.8% | $6,342+392.3% |
| Admin fee / account holder | $14,478 | $14,295+1.3% | $12,046+20.2% | $12,312+17.6% |