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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 | $98,040 | $157,304-37.7% | $141,197-30.6% | $152,909-35.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 133.35% | 64.34%+69.0pp | 71.41%+61.9pp | 345.46%-212.1pp |
| Employer contribution / active EE | $8,311 | $5,263+57.9% | $4,736+75.5% | $4,764+74.5% |
| Participant deferral / active EE | $14,250 | $7,111+100.4% | $6,710+112.4% | $5,851+143.5% |
| Admin fee / account holder | $625 | $12,126-94.8% | $10,265-93.9% | $11,601-94.6% |