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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 | $43,156 | $209,874-79.4% | $189,537-77.2% | $167,536-74.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 45.61% | 748.61%-703.0pp | 555.34%-509.7pp | 478.82%-433.2pp |
| Employer contribution / active EE | $7,036 | $6,913+1.8% | $6,161+14.2% | $4,839+45.4% |
| Participant deferral / active EE | $8,917 | $8,934-0.2% | $8,220+8.5% | $6,342+40.6% |
| Admin fee / account holder | $781 | $14,299-94.5% | $12,048-93.5% | $12,315-93.7% |