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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 | $81,957 | $201,372-59.3% | $184,260-55.5% | $145,884-43.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 114.82% | 29.04%+85.8pp | 28.84%+86.0pp | 551.85%-437.0pp |
| Employer contribution / active EE | $7,761 | $7,024+10.5% | $6,427+20.7% | $4,662+66.5% |
| Participant deferral / active EE | $16,909 | $9,808+72.4% | $9,133+85.1% | $6,690+152.8% |
| Admin fee / account holder | $3,537 | $16,362-78.4% | $13,898-74.5% | $13,392-73.6% |