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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 | $98,455 | $159,934-38.4% | $147,005-33.0% | $145,959-32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.58% | 98.24%-76.7pp | 418.76%-397.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $2,275 | $5,287-57.0% | $4,934-53.9% | $4,661-51.2% |
| Participant deferral / active EE | $13,375 | $8,427+58.7% | $8,070+65.7% | $6,689+100.0% |
| Admin fee / account holder | $484 | $15,053-96.8% | $13,006-96.3% | $13,398-96.4% |