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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 | $110,294 | $202,342-45.5% | $172,752-36.2% | $152,897-27.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.74% | 1029.83%-1015.1pp | 802.97%-788.2pp | 345.43%-330.7pp |
| Employer contribution / active EE | $10,490 | $5,858+79.1% | $5,144+103.9% | $4,764+120.2% |
| Participant deferral / active EE | $8,779 | $5,948+47.6% | $5,198+68.9% | $5,851+50.0% |
| Admin fee / account holder | $3,771 | $17,111-78.0% | $13,955-73.0% | $11,599-67.5% |