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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 | $144,317 | $160,070-9.8% | $147,117-1.9% | $145,897-1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $7,716 | $5,285+46.0% | $4,932+56.4% | $4,663+65.5% |
| Participant deferral / active EE | $6,840 | $8,419-18.8% | $8,065-15.2% | $6,689+2.2% |
| Admin fee / account holder | $949 | $15,035-93.7% | $12,993-92.7% | $13,390-92.9% |