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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 | $130,676 | $160,028-18.3% | $147,080-11.2% | $145,884-10.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.44% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $13,533 | $5,286+156.0% | $4,933+174.3% | $4,662+190.3% |
| Participant deferral / active EE | $13,755 | $8,422+63.3% | $8,066+70.5% | $6,690+105.6% |
| Admin fee / account holder | $901 | $15,030-94.0% | $12,989-93.1% | $13,392-93.3% |