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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 | $106,294 | $183,516-42.1% | $155,534-31.7% | $145,884-27.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 46.91% | 61.43%-14.5pp | 64.92%-18.0pp | 551.85%-504.9pp |
| Employer contribution / active EE | $10,654 | $5,315+100.5% | $4,675+127.9% | $4,662+128.5% |
| Participant deferral / active EE | $5,785 | $6,467-10.5% | $5,630+2.8% | $6,690-13.5% |
| Admin fee / account holder | $348 | $19,293-98.2% | $15,900-97.8% | $13,392-97.4% |