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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 | $77,700 | $127,387-39.0% | $115,038-32.5% | $125,389-38.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 109.20% | 31.28%+77.9pp | 26.14%+83.1pp | 282.24%-173.0pp |
| Employer contribution / active EE | $20,289 | $5,166+292.7% | $4,608+340.3% | $4,866+316.9% |
| Participant deferral / active EE | $15,182 | $6,423+136.4% | $6,026+151.9% | $5,352+183.7% |
| Admin fee / account holder | $1,798 | $9,516-81.1% | $8,175-78.0% | $9,541-81.2% |