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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 | $90,665 | $160,028-43.3% | $147,080-38.4% | $145,884-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.80% | 98.60%-75.8pp | 420.17%-397.4pp | 551.85%-529.0pp |
| Employer contribution / active EE | $9,951 | $5,286+88.3% | $4,933+101.7% | $4,662+113.4% |
| Participant deferral / active EE | $14,649 | $8,422+73.9% | $8,066+81.6% | $6,690+119.0% |
| Admin fee / account holder | $372 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |