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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 | $67,480 | $160,070-57.8% | $147,117-54.1% | $145,897-53.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.78% | 98.69%-78.9pp | 420.54%-400.8pp | 552.29%-532.5pp |
| Employer contribution / active EE | $7,692 | $5,285+45.6% | $4,932+55.9% | $4,663+65.0% |
| Participant deferral / active EE | $21,199 | $8,419+151.8% | $8,065+162.9% | $6,689+216.9% |
| Admin fee / account holder | $8,329 | $15,035-44.6% | $12,993-35.9% | $13,390-37.8% |