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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 | $39,288 | $160,070-75.5% | $147,117-73.3% | $145,897-73.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.16% | 98.69%-72.5pp | 420.54%-394.4pp | 552.29%-526.1pp |
| Employer contribution / active EE | $2,639 | $5,285-50.1% | $4,932-46.5% | $4,663-43.4% |
| Participant deferral / active EE | $8,680 | $8,419+3.1% | $8,065+7.6% | $6,689+29.8% |
| Admin fee / account holder | $618 | $15,035-95.9% | $12,993-95.2% | $13,390-95.4% |