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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 | $111,524 | $183,539-39.2% | $155,556-28.3% | $145,897-23.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.88% | 61.31%-48.4pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $10,247 | $5,315+92.8% | $4,675+119.2% | $4,663+119.8% |
| Participant deferral / active EE | $9,567 | $6,467+47.9% | $5,631+69.9% | $6,689+43.0% |
| Admin fee / account holder | $342 | $19,275-98.2% | $15,885-97.8% | $13,390-97.4% |