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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 | $73,715 | $160,070-53.9% | $147,117-49.9% | $145,897-49.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.42% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,709 | $5,285-10.9% | $4,932-4.5% | $4,663+1.0% |
| Participant deferral / active EE | $13,736 | $8,419+63.1% | $8,065+70.3% | $6,689+105.3% |
| Admin fee / account holder | $27,131 | $15,035+80.4% | $12,993+108.8% | $13,390+102.6% |