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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 | $31,424 | $202,342-84.5% | $172,753-81.8% | $152,909-79.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 345.86% | 1029.88%-684.0pp | 803.00%-457.1pp | 345.46%+0.4pp |
| Employer contribution / active EE | $7,450 | $5,857+27.2% | $5,144+44.8% | $4,764+56.4% |
| Participant deferral / active EE | $5,167 | $5,948-13.1% | $5,198-0.6% | $5,851-11.7% |
| Admin fee / account holder | $422 | $17,112-97.5% | $13,956-97.0% | $11,601-96.4% |