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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 | $60,241 | $160,070-62.4% | $147,117-59.1% | $145,897-58.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.80% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,719 | $5,285-48.5% | $4,932-44.9% | $4,663-41.7% |
| Participant deferral / active EE | $9,013 | $8,419+7.0% | $8,065+11.8% | $6,689+34.7% |
| Admin fee / account holder | $776 | $15,035-94.8% | $12,993-94.0% | $13,390-94.2% |