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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 | $72,989 | $183,978-60.3% | $162,171-55.0% | $152,885-52.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.90% | 150.78%-134.9pp | 115.60%-99.7pp | 345.39%-329.5pp |
| Employer contribution / active EE | $6,600 | $6,370+3.6% | $5,613+17.6% | $4,763+38.6% |
| Participant deferral / active EE | $7,050 | $8,033-12.2% | $7,297-3.4% | $5,851+20.5% |
| Admin fee / account holder | $1,623 | $13,122-87.6% | $10,843-85.0% | $11,598-86.0% |