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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 | $53,654 | $209,336-74.4% | $197,124-72.8% | $137,256-60.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6246.18% | 48.09%+6198.1pp | 44.34%+6201.8pp | 220.34%+6025.8pp |
| Employer contribution / active EE | $10,717 | $6,591+62.6% | $6,227+72.1% | $4,156+157.9% |
| Participant deferral / active EE | $13,107 | $9,614+36.3% | $9,135+43.5% | $6,407+104.6% |
| Admin fee / account holder | $550 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |