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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 | $124,527 | $160,070-22.2% | $147,117-15.4% | $145,897-14.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.88% | 98.69%-77.8pp | 420.54%-399.7pp | 552.29%-531.4pp |
| Employer contribution / active EE | $15,773 | $5,285+198.5% | $4,932+219.8% | $4,663+238.3% |
| Participant deferral / active EE | $19,947 | $8,419+136.9% | $8,065+147.3% | $6,689+198.2% |
| Admin fee / account holder | $776 | $15,035-94.8% | $12,993-94.0% | $13,390-94.2% |