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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 | $85,308 | $209,888-59.4% | $189,545-55.0% | $167,553-49.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.61% | 748.66%-732.1pp | 555.36%-538.8pp | 478.89%-462.3pp |
| Employer contribution / active EE | $17,670 | $6,915+155.5% | $6,162+186.7% | $4,840+265.1% |
| Participant deferral / active EE | $15,585 | $8,934+74.4% | $8,220+89.6% | $6,343+145.7% |
| Admin fee / account holder | $1,207 | $14,300-91.6% | $12,049-90.0% | $12,316-90.2% |