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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 | $126,014 | $159,978-21.2% | $147,041-14.3% | $145,978-13.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.45% | 98.36%-86.9pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $10,278 | $5,288+94.3% | $4,935+108.3% | $4,662+120.5% |
| Participant deferral / active EE | $7,134 | $8,429-15.4% | $8,071-11.6% | $6,690+6.6% |
| Admin fee / account holder | $1,671 | $15,053-88.9% | $13,006-87.1% | $13,400-87.5% |