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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 | $86,506 | $160,028-45.9% | $147,080-41.2% | $145,884-40.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.47% | 98.60%-72.1pp | 420.17%-393.7pp | 551.85%-525.4pp |
| Employer contribution / active EE | $15,262 | $5,286+188.7% | $4,933+209.4% | $4,662+227.4% |
| Participant deferral / active EE | $13,590 | $8,422+61.4% | $8,066+68.5% | $6,690+103.1% |
| Admin fee / account holder | $1,348 | $15,030-91.0% | $12,989-89.6% | $13,392-89.9% |