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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 | $87,839 | $160,028-45.1% | $147,080-40.3% | $145,884-39.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.31% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.5pp |
| Employer contribution / active EE | $15,824 | $5,286+199.4% | $4,933+220.8% | $4,662+239.4% |
| Participant deferral / active EE | $8,522 | $8,422+1.2% | $8,066+5.7% | $6,690+27.4% |
| Admin fee / account holder | $355 | $15,030-97.6% | $12,989-97.3% | $13,392-97.4% |