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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 | $99,421 | $160,070-37.9% | $147,117-32.4% | $145,897-31.9% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 15.33% | 98.69%-83.4pp | 420.54%-405.2pp | 552.29%-537.0pp |
| Employer contribution / active EE | $13,293 | $5,285+151.6% | $4,932+169.5% | $4,663+185.1% |
| Participant deferral / active EE | $8,477 | $8,419+0.7% | $8,065+5.1% | $6,689+26.7% |
| Admin fee / account holder | $756 | $15,035-95.0% | $12,993-94.2% | $13,390-94.4% |