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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 | $74,005 | $183,592-59.7% | $155,574-52.4% | $145,877-49.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 142.44% | 61.37%+81.1pp | 64.87%+77.6pp | 551.28%-408.8pp |
| Employer contribution / active EE | $8,618 | $5,317+62.1% | $4,676+84.3% | $4,663+84.8% |
| Participant deferral / active EE | $9,694 | $6,466+49.9% | $5,629+72.2% | $6,691+44.9% |
| Admin fee / account holder | $317 | $19,316-98.4% | $15,914-98.0% | $13,402-97.6% |