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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 | $113,486 | $217,427-47.8% | $185,837-38.9% | $167,518-32.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 23.02% | 148.39%-125.4pp | 122.08%-99.1pp | 478.71%-455.7pp |
| Employer contribution / active EE | $23,007 | $5,874+291.7% | $5,168+345.2% | $4,838+375.5% |
| Participant deferral / active EE | $8,493 | $6,357+33.6% | $5,568+52.5% | $6,342+33.9% |
| Admin fee / account holder | $733 | $19,816-96.3% | $16,241-95.5% | $12,312-94.0% |