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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 | $80,310 | $160,028-49.8% | $147,080-45.4% | $145,884-44.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.04% | 98.60%-74.6pp | 420.17%-396.1pp | 551.85%-527.8pp |
| Employer contribution / active EE | $10,870 | $5,286+105.7% | $4,933+120.3% | $4,662+133.2% |
| Participant deferral / active EE | $7,847 | $8,422-6.8% | $8,066-2.7% | $6,690+17.3% |
| Admin fee / account holder | $672 | $15,030-95.5% | $12,989-94.8% | $13,392-95.0% |