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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 | $85,918 | $209,847-59.1% | $189,520-54.7% | $167,518-48.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.13% | 748.45%-730.3pp | 555.25%-537.1pp | 478.71%-460.6pp |
| Employer contribution / active EE | $2,769 | $6,913-59.9% | $6,161-55.1% | $4,838-42.8% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $378 | $14,295-97.4% | $12,046-96.9% | $12,312-96.9% |