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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 | $143,815 | $160,070-10.2% | $147,117-2.2% | $145,897-1.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.59% | 98.69%-86.1pp | 420.54%-408.0pp | 552.29%-539.7pp |
| Employer contribution / active EE | $7,576 | $5,285+43.4% | $4,932+53.6% | $4,663+62.5% |
| Participant deferral / active EE | $22,750 | $8,419+170.2% | $8,065+182.1% | $6,689+240.1% |
| Admin fee / account holder | $1,887 | $15,035-87.4% | $12,993-85.5% | $13,390-85.9% |