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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 | $59,850 | $159,978-62.6% | $147,041-59.3% | $145,978-59.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 85.92% | 98.36%-12.4pp | 419.21%-333.3pp | 550.52%-464.6pp |
| Employer contribution / active EE | $10,590 | $5,288+100.3% | $4,935+114.6% | $4,662+127.2% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,531 | $15,053-83.2% | $13,006-80.5% | $13,400-81.1% |