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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 | $73,797 | $201,344-63.3% | $184,243-59.9% | $145,877-49.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 87.97% | 29.01%+59.0pp | 28.82%+59.2pp | 551.28%-463.3pp |
| Employer contribution / active EE | $7,173 | $7,022+2.1% | $6,427+11.6% | $4,663+53.8% |
| Participant deferral / active EE | $18,692 | $9,807+90.6% | $9,132+104.7% | $6,691+179.4% |
| Admin fee / account holder | $2,510 | $16,382-84.7% | $13,914-82.0% | $13,402-81.3% |