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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 | $42,876 | $202,342-78.8% | $172,753-75.2% | $152,909-72.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 29.18% | 1029.88%-1000.7pp | 803.00%-773.8pp | 345.46%-316.3pp |
| Employer contribution / active EE | $19,750 | $5,857+237.2% | $5,144+283.9% | $4,764+314.6% |
| Participant deferral / active EE | $13,198 | $5,948+121.9% | $5,198+153.9% | $5,851+125.6% |
| Admin fee / account holder | $691 | $17,112-96.0% | $13,956-95.1% | $11,601-94.0% |