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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 | $130,171 | $160,070-18.7% | $147,117-11.5% | $145,897-10.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 48.87% | 98.69%-49.8pp | 420.54%-371.7pp | 552.29%-503.4pp |
| Employer contribution / active EE | $1,703 | $5,285-67.8% | $4,932-65.5% | $4,663-63.5% |
| Participant deferral / active EE | $13,224 | $8,419+57.1% | $8,065+64.0% | $6,689+97.7% |
| Admin fee / account holder | $997 | $15,035-93.4% | $12,993-92.3% | $13,390-92.6% |