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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 | $74,946 | $160,070-53.2% | $147,117-49.1% | $145,897-48.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 84.88% | 98.69%-13.8pp | 420.54%-335.7pp | 552.29%-467.4pp |
| Employer contribution / active EE | $4,212 | $5,285-20.3% | $4,932-14.6% | $4,663-9.7% |
| Participant deferral / active EE | $18,230 | $8,419+116.5% | $8,065+126.1% | $6,689+172.5% |
| Admin fee / account holder | $3,558 | $15,035-76.3% | $12,993-72.6% | $13,390-73.4% |