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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 | $83,747 | $160,070-47.7% | $147,117-43.1% | $145,897-42.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.38% | 98.69%-82.3pp | 420.54%-404.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $10,937 | $5,285+107.0% | $4,932+121.7% | $4,663+134.6% |
| Participant deferral / active EE | $7,000 | $8,419-16.9% | $8,065-13.2% | $6,689+4.6% |
| Admin fee / account holder | $1,917 | $15,035-87.3% | $12,993-85.2% | $13,390-85.7% |