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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 | $118,599 | $160,040-25.9% | $147,096-19.4% | $145,877-18.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.69% | 98.49%-77.8pp | 419.75%-399.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $5,962 | $5,289+12.7% | $4,936+20.8% | $4,663+27.9% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,443 | $15,050-83.8% | $13,005-81.2% | $13,402-81.8% |