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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 | $77,669 | $201,259-61.4% | $184,200-57.8% | $145,959-46.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 45.01% | 28.98%+16.0pp | 28.80%+16.2pp | 561.95%-516.9pp |
| Employer contribution / active EE | $18,373 | $7,018+161.8% | $6,424+186.0% | $4,661+294.2% |
| Participant deferral / active EE | $21,653 | $9,806+120.8% | $9,132+137.1% | $6,689+223.7% |
| Admin fee / account holder | $8,592 | $16,372-47.5% | $13,907-38.2% | $13,398-35.9% |