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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 | $68,532 | $148,623-53.9% | $135,974-49.6% | $139,466-50.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 59.68% | 79.30%-19.6pp | 68.30%-8.6pp | 373.66%-314.0pp |
| Employer contribution / active EE | $28,462 | $5,246+442.5% | $4,859+485.8% | $4,754+498.7% |
| Participant deferral / active EE | $20,865 | $8,103+157.5% | $7,760+168.9% | $6,712+210.9% |
| Admin fee / account holder | $574 | $12,406-95.4% | $10,767-94.7% | $11,409-95.0% |