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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 | $37,754 | $185,856-79.7% | $170,028-77.8% | $139,456-72.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 71.03% | 60.52%+10.5pp | 53.39%+17.6pp | 373.45%-302.4pp |
| Employer contribution / active EE | $9,704 | $7,593+27.8% | $6,788+43.0% | $4,753+104.2% |
| Participant deferral / active EE | $19,845 | $11,623+70.7% | $10,409+90.7% | $6,711+195.7% |
| Admin fee / account holder | $3,223 | $15,387-79.1% | $12,820-74.9% | $11,407-71.7% |