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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 | $141,742 | $160,070-11.4% | $147,117-3.7% | $145,897-2.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.68% | 98.69%-82.0pp | 420.54%-403.9pp | 552.29%-535.6pp |
| Employer contribution / active EE | $9,253 | $5,285+75.1% | $4,932+87.6% | $4,663+98.5% |
| Participant deferral / active EE | $19,433 | $8,419+130.8% | $8,065+141.0% | $6,689+190.5% |
| Admin fee / account holder | $2,917 | $15,035-80.6% | $12,993-77.6% | $13,390-78.2% |