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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 | $107,331 | $160,040-32.9% | $147,096-27.0% | $145,877-26.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.55% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $8,869 | $5,289+67.7% | $4,936+79.7% | $4,663+90.2% |
| Participant deferral / active EE | $18,478 | $8,429+119.2% | $8,071+128.9% | $6,691+176.2% |
| Admin fee / account holder | $1,147 | $15,050-92.4% | $13,005-91.2% | $13,402-91.4% |