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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 | $144,393 | $160,070-9.8% | $147,117-1.9% | $145,897-1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 98.69%-86.4pp | 420.54%-408.3pp | 552.29%-540.0pp |
| Employer contribution / active EE | $19,121 | $5,285+261.8% | $4,932+287.6% | $4,663+310.1% |
| Participant deferral / active EE | $18,350 | $8,419+118.0% | $8,065+127.5% | $6,689+174.3% |
| Admin fee / account holder | $2,134 | $15,035-85.8% | $12,993-83.6% | $13,390-84.1% |