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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 | $139,905 | $202,345-30.9% | $172,755-19.0% | $152,885-8.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.42% | 1029.77%-1014.4pp | 802.94%-787.5pp | 345.39%-330.0pp |
| Employer contribution / active EE | $10,910 | $5,858+86.2% | $5,144+112.1% | $4,763+129.0% |
| Participant deferral / active EE | $5,758 | $5,948-3.2% | $5,198+10.8% | $5,851-1.6% |
| Admin fee / account holder | $1,245 | $17,111-92.7% | $13,955-91.1% | $11,598-89.3% |