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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 | $74,608 | $160,028-53.4% | $147,080-49.3% | $145,884-48.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.25% | 98.60%-82.3pp | 420.17%-403.9pp | 551.85%-535.6pp |
| Employer contribution / active EE | $8,851 | $5,286+67.4% | $4,933+79.4% | $4,662+89.8% |
| Participant deferral / active EE | $7,030 | $8,422-16.5% | $8,066-12.8% | $6,690+5.1% |
| Admin fee / account holder | $6,669 | $15,030-55.6% | $12,989-48.7% | $13,392-50.2% |