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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 | $35,461 | $202,342-82.5% | $172,753-79.5% | $152,909-76.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.83% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.6pp |
| Employer contribution / active EE | $15,338 | $5,857+161.9% | $5,144+198.2% | $4,764+222.0% |
| Participant deferral / active EE | $12,791 | $5,948+115.0% | $5,198+146.1% | $5,851+118.6% |
| Admin fee / account holder | $764 | $17,112-95.5% | $13,956-94.5% | $11,601-93.4% |