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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 | $80,327 | $183,539-56.2% | $155,556-48.4% | $145,897-44.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.65% | 61.31%-50.7pp | 64.84%-54.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $12,747 | $5,315+139.8% | $4,675+172.6% | $4,663+173.4% |
| Participant deferral / active EE | $4,600 | $6,467-28.9% | $5,631-18.3% | $6,689-31.2% |
| Admin fee / account holder | $41,368 | $19,275+114.6% | $15,885+160.4% | $13,390+208.9% |