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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 | $97,390 | $227,566-57.2% | $189,558-48.6% | $167,518-41.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 96.21% | 78.43%+17.8pp | 64.19%+32.0pp | 478.71%-382.5pp |
| Employer contribution / active EE | $9,494 | $5,316+78.6% | $4,412+115.2% | $4,838+96.2% |
| Participant deferral / active EE | $15,190 | $7,002+116.9% | $6,174+146.0% | $6,342+139.5% |
| Admin fee / account holder | $794 | $11,881-93.3% | $9,809-91.9% | $12,312-93.6% |