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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 | $64,895 | $160,070-59.5% | $147,117-55.9% | $145,897-55.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 59.02% | 98.69%-39.7pp | 420.54%-361.5pp | 552.29%-493.3pp |
| Employer contribution / active EE | $6,396 | $5,285+21.0% | $4,932+29.7% | $4,663+37.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $65,928 | $15,035+338.5% | $12,993+407.4% | $13,390+392.4% |