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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 | $82,652 | $160,070-48.4% | $147,117-43.8% | $145,897-43.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.67% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $7,330 | $5,285+38.7% | $4,932+48.6% | $4,663+57.2% |
| Participant deferral / active EE | $4,318 | $8,419-48.7% | $8,065-46.5% | $6,689-35.4% |
| Admin fee / account holder | $1,455 | $15,035-90.3% | $12,993-88.8% | $13,390-89.1% |