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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 | $55,507 | $160,070-65.3% | $147,117-62.3% | $145,897-62.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.91% | 98.69%-83.8pp | 420.54%-405.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $4,533 | $5,285-14.2% | $4,932-8.1% | $4,663-2.8% |
| Participant deferral / active EE | $4,630 | $8,419-45.0% | $8,065-42.6% | $6,689-30.8% |
| Admin fee / account holder | $308 | $15,035-97.9% | $12,993-97.6% | $13,390-97.7% |