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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 | $52,056 | $160,070-67.5% | $147,117-64.6% | $145,897-64.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.28% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $7,616 | $5,285+44.1% | $4,932+54.4% | $4,663+63.3% |
| Participant deferral / active EE | $7,893 | $8,419-6.3% | $8,065-2.1% | $6,689+18.0% |
| Admin fee / account holder | $664 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |