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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 | $121,046 | $160,040-24.4% | $147,096-17.7% | $145,877-17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 370.28% | 98.49%+271.8pp | 419.75%-49.5pp | 551.28%-181.0pp |
| Employer contribution / active EE | $10,557 | $5,289+99.6% | $4,936+113.9% | $4,663+126.4% |
| Participant deferral / active EE | $11,500 | $8,429+36.4% | $8,071+42.5% | $6,691+71.9% |
| Admin fee / account holder | $367 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |