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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 | $119,612 | $202,342-40.9% | $172,752-30.8% | $152,897-21.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.98% | 1029.83%-1008.8pp | 802.97%-782.0pp | 345.43%-324.5pp |
| Employer contribution / active EE | $13,069 | $5,858+123.1% | $5,144+154.1% | $4,764+174.4% |
| Participant deferral / active EE | $9,896 | $5,948+66.4% | $5,198+90.4% | $5,851+69.1% |
| Admin fee / account holder | $1,647 | $17,111-90.4% | $13,955-88.2% | $11,599-85.8% |