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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 | $55,603 | $138,068-59.7% | $125,358-55.6% | $134,493-58.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 728.69% | 750.30%-21.6pp | 572.03%+156.7pp | 418.01%+310.7pp |
| Employer contribution / active EE | $6,225 | $5,244+18.7% | $4,814+29.3% | $4,740+31.3% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,052 | $11,568-90.9% | $10,007-89.5% | $11,425-90.8% |