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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 | $104,019 | $160,070-35.0% | $147,117-29.3% | $145,897-28.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.66% | 98.69%-77.0pp | 420.54%-398.9pp | 552.29%-530.6pp |
| Employer contribution / active EE | $12,383 | $5,285+134.3% | $4,932+151.1% | $4,663+165.6% |
| Participant deferral / active EE | $23,281 | $8,419+176.5% | $8,065+188.7% | $6,689+248.0% |
| Admin fee / account holder | $561 | $15,035-96.3% | $12,993-95.7% | $13,390-95.8% |