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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 | $74,168 | $148,623-50.1% | $135,974-45.5% | $139,466-46.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 34.61% | 79.30%-44.7pp | 68.30%-33.7pp | 373.66%-339.1pp |
| Employer contribution / active EE | $13,496 | $5,246+157.2% | $4,859+177.8% | $4,754+183.9% |
| Participant deferral / active EE | $14,201 | $8,103+75.3% | $7,760+83.0% | $6,712+111.6% |
| Admin fee / account holder | $526 | $12,406-95.8% | $10,767-95.1% | $11,409-95.4% |