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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 | $112,316 | $159,934-29.8% | $147,005-23.6% | $145,959-23.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.97% | 98.24%-85.3pp | 418.76%-405.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $9,750 | $5,287+84.4% | $4,934+97.6% | $4,661+109.2% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,123 | $15,053-92.5% | $13,006-91.4% | $13,398-91.6% |