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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 | $118,555 | $160,028-25.9% | $147,080-19.4% | $145,884-18.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.10% | 98.60%-82.5pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $24,785 | $5,286+368.9% | $4,933+402.4% | $4,662+431.6% |
| Participant deferral / active EE | $10,474 | $8,422+24.4% | $8,066+29.8% | $6,690+56.6% |
| Admin fee / account holder | $772 | $15,030-94.9% | $12,989-94.1% | $13,392-94.2% |