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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 | $98,197 | $160,070-38.7% | $147,117-33.3% | $145,897-32.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.72% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $7,933 | $5,285+50.1% | $4,932+60.8% | $4,663+70.1% |
| Participant deferral / active EE | $11,475 | $8,419+36.3% | $8,065+42.3% | $6,689+71.5% |
| Admin fee / account holder | $6,505 | $15,035-56.7% | $12,993-49.9% | $13,390-51.4% |