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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 | $110,537 | $159,934-30.9% | $147,005-24.8% | $145,959-24.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.84% | 98.24%-76.4pp | 418.76%-396.9pp | 561.95%-540.1pp |
| Employer contribution / active EE | $9,231 | $5,287+74.6% | $4,934+87.1% | $4,661+98.0% |
| Participant deferral / active EE | $4,339 | $8,427-48.5% | $8,070-46.2% | $6,689-35.1% |
| Admin fee / account holder | $776 | $15,053-94.8% | $13,006-94.0% | $13,398-94.2% |