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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 | $230,731 | $225,673+2.2% | $203,872+13.2% | $155,188+48.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 13.69% | 95.91%-82.2pp | 85.11%-71.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $24,093 | $4,099+487.8% | $3,757+541.2% | $4,248+467.2% |
| Participant deferral / active EE | $16,230 | $6,893+135.5% | $6,388+154.1% | $6,531+148.5% |
| Admin fee / account holder | $482 | $12,327-96.1% | $11,730-95.9% | $14,480-96.7% |