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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 | $69,917 | $202,342-65.4% | $172,752-59.5% | $152,897-54.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.82% | 1029.83%-1011.0pp | 802.97%-784.2pp | 345.43%-326.6pp |
| Employer contribution / active EE | $7,221 | $5,858+23.3% | $5,144+40.4% | $4,764+51.6% |
| Participant deferral / active EE | $5,283 | $5,948-11.2% | $5,198+1.6% | $5,851-9.7% |
| Admin fee / account holder | $488 | $17,111-97.1% | $13,955-96.5% | $11,599-95.8% |