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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 | $84,946 | $202,345-58.0% | $172,755-50.8% | $152,885-44.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.13% | 1029.77%-1006.6pp | 802.94%-779.8pp | 345.39%-322.3pp |
| Employer contribution / active EE | $10,275 | $5,858+75.4% | $5,144+99.7% | $4,763+115.7% |
| Participant deferral / active EE | $7,302 | $5,948+22.8% | $5,198+40.5% | $5,851+24.8% |
| Admin fee / account holder | $865 | $17,111-94.9% | $13,955-93.8% | $11,598-92.5% |