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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 | $110,132 | $209,888-47.5% | $189,545-41.9% | $167,553-34.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 38.07% | 748.66%-710.6pp | 555.36%-517.3pp | 478.89%-440.8pp |
| Employer contribution / active EE | $2,661 | $6,915-61.5% | $6,162-56.8% | $4,840-45.0% |
| Participant deferral / active EE | $12,275 | $8,934+37.4% | $8,220+49.3% | $6,343+93.5% |
| Admin fee / account holder | $795 | $14,300-94.4% | $12,049-93.4% | $12,316-93.5% |