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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 | $103,497 | $201,344-48.6% | $184,243-43.8% | $145,877-29.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 69.91% | 29.01%+40.9pp | 28.82%+41.1pp | 551.28%-481.4pp |
| Employer contribution / active EE | $13,846 | $7,022+97.2% | $6,427+115.4% | $4,663+196.9% |
| Participant deferral / active EE | $10,925 | $9,807+11.4% | $9,132+19.6% | $6,691+63.3% |
| Admin fee / account holder | $1,028 | $16,382-93.7% | $13,914-92.6% | $13,402-92.3% |