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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 | $123,000 | $160,070-23.2% | $147,117-16.4% | $145,897-15.7% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 22.73% | 98.69%-76.0pp | 420.54%-397.8pp | 552.29%-529.6pp |
| Employer contribution / active EE | $10,186 | $5,285+92.8% | $4,932+106.5% | $4,663+118.5% |
| Participant deferral / active EE | $6,230 | $8,419-26.0% | $8,065-22.7% | $6,689-6.9% |
| Admin fee / account holder | $917 | $15,035-93.9% | $12,993-92.9% | $13,390-93.2% |