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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 | $40,779 | $202,342-79.8% | $172,753-76.4% | $152,909-73.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.96% | 1029.88%-1015.9pp | 803.00%-789.0pp | 345.46%-331.5pp |
| Employer contribution / active EE | $10,743 | $5,857+83.4% | $5,144+108.8% | $4,764+125.5% |
| Participant deferral / active EE | $8,180 | $5,948+37.5% | $5,198+57.4% | $5,851+39.8% |
| Admin fee / account holder | $312 | $17,112-98.2% | $13,956-97.8% | $11,601-97.3% |