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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 | $42,366 | $209,888-79.8% | $189,545-77.6% | $167,553-74.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 30.84% | 748.66%-717.8pp | 555.36%-524.5pp | 478.89%-448.1pp |
| Employer contribution / active EE | $16,689 | $6,915+141.3% | $6,162+170.8% | $4,840+244.8% |
| Participant deferral / active EE | $10,309 | $8,934+15.4% | $8,220+25.4% | $6,343+62.5% |
| Admin fee / account holder | $470 | $14,300-96.7% | $12,049-96.1% | $12,316-96.2% |