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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 | $38,066 | $160,040-76.2% | $147,096-74.1% | $145,877-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.50% | 98.49%-83.0pp | 419.75%-404.2pp | 551.28%-535.8pp |
| Employer contribution / active EE | $7,739 | $5,289+46.3% | $4,936+56.8% | $4,663+66.0% |
| Participant deferral / active EE | $19,172 | $8,429+127.5% | $8,071+137.5% | $6,691+186.6% |
| Admin fee / account holder | $18,699 | $15,050+24.2% | $13,005+43.8% | $13,402+39.5% |