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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 | $160,070-62.3% | $147,117-59.0% | $145,897-58.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.87% | 98.69%-88.8pp | 420.54%-410.7pp | 552.29%-542.4pp |
| Employer contribution / active EE | $9,551 | $5,285+80.7% | $4,932+93.6% | $4,663+104.8% |
| Participant deferral / active EE | $6,903 | $8,419-18.0% | $8,065-14.4% | $6,689+3.2% |
| Admin fee / account holder | $560 | $15,035-96.3% | $12,993-95.7% | $13,390-95.8% |