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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 | $65,981 | $138,102-52.2% | $125,381-47.4% | $134,532-51.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 344.46% | 750.73%-406.3pp | 572.31%-227.8pp | 418.27%-73.8pp |
| Employer contribution / active EE | $7,527 | $5,245+43.5% | $4,815+56.3% | $4,741+58.8% |
| Participant deferral / active EE | $14,676 | $7,801+88.1% | $7,448+97.1% | $6,401+129.3% |
| Admin fee / account holder | $818 | $11,568-92.9% | $10,007-91.8% | $11,429-92.8% |