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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 | $68,160 | $138,076-50.6% | $123,553-44.8% | $135,380-49.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 225.44% | 153.70%+71.7pp | 119.21%+106.2pp | 519.81%-294.4pp |
| Employer contribution / active EE | $9,148 | $5,152+77.6% | $4,628+97.7% | $4,779+91.4% |
| Participant deferral / active EE | $17,375 | $6,800+155.5% | $6,426+170.4% | $5,609+209.8% |
| Admin fee / account holder | $741 | $10,917-93.2% | $9,284-92.0% | $10,828-93.2% |