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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 | $63,833 | $167,353-61.9% | $143,797-55.6% | $134,545-52.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 206.93% | 0.48%+206.4pp | -0.04%+207.0pp | 418.37%-211.4pp |
| Employer contribution / active EE | $10,671 | $5,620+89.9% | $4,952+115.5% | $4,742+125.0% |
| Participant deferral / active EE | $10,648 | $6,447+65.2% | $5,638+88.9% | $6,401+66.3% |
| Admin fee / account holder | $354 | $18,096-98.0% | $14,679-97.6% | $11,431-96.9% |