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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 | $159,978-9.8% | $147,041-1.9% | $145,978-1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.53% | 98.36%-87.8pp | 419.21%-408.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $7,716 | $5,288+45.9% | $4,935+56.4% | $4,662+65.5% |
| Participant deferral / active EE | $6,840 | $8,429-18.9% | $8,071-15.3% | $6,690+2.2% |
| Admin fee / account holder | $949 | $15,053-93.7% | $13,006-92.7% | $13,400-92.9% |