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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 | $30,478 | $160,070-81.0% | $147,117-79.3% | $145,897-79.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 98.69%-88.4pp | 420.54%-410.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $5,660 | $5,285+7.1% | $4,932+14.7% | $4,663+21.4% |
| Participant deferral / active EE | $15,135 | $8,419+79.8% | $8,065+87.7% | $6,689+126.3% |
| Admin fee / account holder | $51,992 | $15,035+245.8% | $12,993+300.2% | $13,390+288.3% |