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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 | $99,989 | $159,934-37.5% | $147,005-32.0% | $145,959-31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.94% | 98.24%-79.3pp | 418.76%-399.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $2,035 | $5,287-61.5% | $4,934-58.8% | $4,661-56.3% |
| Participant deferral / active EE | $6,238 | $8,427-26.0% | $8,070-22.7% | $6,689-6.7% |
| Admin fee / account holder | $1,534 | $15,053-89.8% | $13,006-88.2% | $13,398-88.6% |