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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 | $91,039 | $160,070-43.1% | $147,117-38.1% | $145,897-37.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 165.82% | 98.69%+67.1pp | 420.54%-254.7pp | 552.29%-386.5pp |
| Employer contribution / active EE | $2,478 | $5,285-53.1% | $4,932-49.8% | $4,663-46.8% |
| Participant deferral / active EE | $4,264 | $8,419-49.4% | $8,065-47.1% | $6,689-36.3% |
| Admin fee / account holder | $2,242 | $15,035-85.1% | $12,993-82.7% | $13,390-83.3% |