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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 | $65,972 | $160,028-58.8% | $147,080-55.1% | $145,884-54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.72% | 98.60%-85.9pp | 420.17%-407.5pp | 551.85%-539.1pp |
| Employer contribution / active EE | $14,409 | $5,286+172.6% | $4,933+192.1% | $4,662+209.0% |
| Participant deferral / active EE | $6,710 | $8,422-20.3% | $8,066-16.8% | $6,690+0.3% |
| Admin fee / account holder | $1,224 | $15,030-91.9% | $12,989-90.6% | $13,392-90.9% |