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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 | $113,245 | $148,629-23.8% | $135,982-16.7% | $139,487-18.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 575.94% | 79.33%+496.6pp | 68.32%+507.6pp | 373.84%+202.1pp |
| Employer contribution / active EE | $6,861 | $5,247+30.8% | $4,859+41.2% | $4,755+44.3% |
| Participant deferral / active EE | $18,343 | $8,102+126.4% | $7,760+136.4% | $6,713+173.3% |
| Admin fee / account holder | $843 | $12,406-93.2% | $10,767-92.2% | $11,407-92.6% |