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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 | $145,312 | $160,070-9.2% | $147,117-1.2% | $145,897-0.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.57% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $9,235 | $5,285+74.7% | $4,932+87.2% | $4,663+98.1% |
| Participant deferral / active EE | $12,053 | $8,419+43.2% | $8,065+49.5% | $6,689+80.2% |
| Admin fee / account holder | $10,171 | $15,035-32.4% | $12,993-21.7% | $13,390-24.0% |