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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 | $160,028-24.4% | $147,080-17.7% | $145,884-17.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 370.28% | 98.60%+271.7pp | 420.17%-49.9pp | 551.85%-181.6pp |
| Employer contribution / active EE | $10,557 | $5,286+99.7% | $4,933+114.0% | $4,662+126.4% |
| Participant deferral / active EE | $11,500 | $8,422+36.5% | $8,066+42.6% | $6,690+71.9% |
| Admin fee / account holder | $367 | $15,030-97.6% | $12,989-97.2% | $13,392-97.3% |