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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 | $88,327 | $202,342-56.3% | $172,752-48.9% | $152,897-42.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.43% | 1029.83%-1015.4pp | 802.97%-788.5pp | 345.43%-331.0pp |
| Employer contribution / active EE | $38,021 | $5,858+549.1% | $5,144+639.1% | $4,764+698.2% |
| Participant deferral / active EE | $19,340 | $5,948+225.1% | $5,198+272.1% | $5,851+230.5% |
| Admin fee / account holder | $847 | $17,111-95.1% | $13,955-93.9% | $11,599-92.7% |