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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 | $108,366 | $160,028-32.3% | $147,080-26.3% | $145,884-25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.88% | 98.60%-88.7pp | 420.17%-410.3pp | 551.85%-542.0pp |
| Employer contribution / active EE | $6,555 | $5,286+24.0% | $4,933+32.9% | $4,662+40.6% |
| Participant deferral / active EE | $5,100 | $8,422-39.4% | $8,066-36.8% | $6,690-23.8% |
| Admin fee / account holder | $476 | $15,030-96.8% | $12,989-96.3% | $13,392-96.4% |