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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 | $159,934-18.6% | $147,005-11.5% | $145,959-10.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 48.87% | 98.24%-49.4pp | 418.76%-369.9pp | 561.95%-513.1pp |
| Employer contribution / active EE | $1,703 | $5,287-67.8% | $4,934-65.5% | $4,661-63.5% |
| Participant deferral / active EE | $13,224 | $8,427+56.9% | $8,070+63.9% | $6,689+97.7% |
| Admin fee / account holder | $997 | $15,053-93.4% | $13,006-92.3% | $13,398-92.6% |