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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 | $102,116 | $209,888-51.3% | $189,545-46.1% | $167,553-39.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 11.35% | 748.66%-737.3pp | 555.36%-544.0pp | 478.89%-467.5pp |
| Employer contribution / active EE | $30,898 | $6,915+346.8% | $6,162+401.4% | $4,840+538.4% |
| Participant deferral / active EE | $16,842 | $8,934+88.5% | $8,220+104.9% | $6,343+165.5% |
| Admin fee / account holder | $557 | $14,300-96.1% | $12,049-95.4% | $12,316-95.5% |