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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 | $82,537 | $202,342-59.2% | $172,753-52.2% | $152,909-46.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.70% | 1029.88%-1009.2pp | 803.00%-782.3pp | 345.46%-324.8pp |
| Employer contribution / active EE | $2,401 | $5,857-59.0% | $5,144-53.3% | $4,764-49.6% |
| Participant deferral / active EE | $10,186 | $5,948+71.2% | $5,198+96.0% | $5,851+74.1% |
| Admin fee / account holder | $2,201 | $17,112-87.1% | $13,956-84.2% | $11,601-81.0% |