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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 | $55,954 | $160,028-65.0% | $147,080-62.0% | $145,884-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.21% | 98.60%-86.4pp | 420.17%-408.0pp | 551.85%-539.6pp |
| Employer contribution / active EE | $18,046 | $5,286+241.4% | $4,933+265.8% | $4,662+287.1% |
| Participant deferral / active EE | $23,426 | $8,422+178.2% | $8,066+190.4% | $6,690+250.2% |
| Admin fee / account holder | $15,135 | $15,030+0.7% | $12,989+16.5% | $13,392+13.0% |