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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 | $45,583 | $202,345-77.5% | $172,755-73.6% | $152,885-70.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.58% | 1029.77%-1008.2pp | 802.94%-781.4pp | 345.39%-323.8pp |
| Employer contribution / active EE | $9,738 | $5,858+66.2% | $5,144+89.3% | $4,763+104.4% |
| Participant deferral / active EE | $7,700 | $5,948+29.5% | $5,198+48.1% | $5,851+31.6% |
| Admin fee / account holder | $1,811 | $17,111-89.4% | $13,955-87.0% | $11,598-84.4% |