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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 | $126,131 | $160,070-21.2% | $147,117-14.3% | $145,897-13.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.76% | 98.69%-88.9pp | 420.54%-410.8pp | 552.29%-542.5pp |
| Employer contribution / active EE | $9,266 | $5,285+75.3% | $4,932+87.9% | $4,663+98.7% |
| Participant deferral / active EE | $5,804 | $8,419-31.1% | $8,065-28.0% | $6,689-13.2% |
| Admin fee / account holder | $38,368 | $15,035+155.2% | $12,993+195.3% | $13,390+186.5% |