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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 | $98,639 | $202,342-51.3% | $172,752-42.9% | $152,897-35.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.45% | 1029.83%-1010.4pp | 802.97%-783.5pp | 345.43%-326.0pp |
| Employer contribution / active EE | $2,760 | $5,858-52.9% | $5,144-46.3% | $4,764-42.1% |
| Participant deferral / active EE | $7,737 | $5,948+30.1% | $5,198+48.8% | $5,851+32.2% |
| Admin fee / account holder | $12,333 | $17,111-27.9% | $13,955-11.6% | $11,599+6.3% |