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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 | $85,650 | $202,342-57.7% | $172,752-50.4% | $152,897-44.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.98% | 1029.83%-1012.8pp | 802.97%-786.0pp | 345.43%-328.4pp |
| Employer contribution / active EE | $16,497 | $5,858+181.6% | $5,144+220.7% | $4,764+246.3% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,965 | $17,111-53.5% | $13,955-42.9% | $11,599-31.3% |