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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 | $141,997 | $201,344-29.5% | $184,243-22.9% | $145,877-2.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 83.57% | 29.01%+54.6pp | 28.82%+54.8pp | 551.28%-467.7pp |
| Employer contribution / active EE | $11,996 | $7,022+70.8% | $6,427+86.6% | $4,663+157.3% |
| Participant deferral / active EE | $21,417 | $9,807+118.4% | $9,132+134.5% | $6,691+220.1% |
| Admin fee / account holder | $993 | $16,382-93.9% | $13,914-92.9% | $13,402-92.6% |