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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 | $60,380 | $148,623-59.4% | $135,974-55.6% | $139,466-56.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 335.58% | 79.30%+256.3pp | 68.30%+267.3pp | 373.66%-38.1pp |
| Employer contribution / active EE | $7,896 | $5,246+50.5% | $4,859+62.5% | $4,754+66.1% |
| Participant deferral / active EE | $18,797 | $8,103+132.0% | $7,760+142.2% | $6,712+180.1% |
| Admin fee / account holder | $8,197 | $12,406-33.9% | $10,767-23.9% | $11,409-28.2% |