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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 | $85,953 | $160,070-46.3% | $147,117-41.6% | $145,897-41.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.27% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $16,175 | $5,285+206.1% | $4,932+227.9% | $4,663+246.9% |
| Participant deferral / active EE | $3,526 | $8,419-58.1% | $8,065-56.3% | $6,689-47.3% |
| Admin fee / account holder | $1,957 | $15,035-87.0% | $12,993-84.9% | $13,390-85.4% |