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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 | $135,301 | $160,070-15.5% | $147,117-8.0% | $145,897-7.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.5pp |
| Employer contribution / active EE | $9,014 | $5,285+70.6% | $4,932+82.7% | $4,663+93.3% |
| Participant deferral / active EE | $23,375 | $8,419+177.6% | $8,065+189.8% | $6,689+249.4% |
| Admin fee / account holder | $1,613 | $15,035-89.3% | $12,993-87.6% | $13,390-88.0% |