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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 | $60,350 | $159,934-62.3% | $147,005-58.9% | $145,959-58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 98.24%-88.4pp | 418.76%-408.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $9,551 | $5,287+80.6% | $4,934+93.6% | $4,661+104.9% |
| Participant deferral / active EE | $6,903 | $8,427-18.1% | $8,070-14.5% | $6,689+3.2% |
| Admin fee / account holder | $560 | $15,053-96.3% | $13,006-95.7% | $13,398-95.8% |