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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 | $77,903 | $160,070-51.3% | $147,117-47.0% | $145,897-46.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.77% | 98.69%-80.9pp | 420.54%-402.8pp | 552.29%-534.5pp |
| Employer contribution / active EE | $5,900 | $5,285+11.6% | $4,932+19.6% | $4,663+26.5% |
| Participant deferral / active EE | $20,334 | $8,419+141.5% | $8,065+152.1% | $6,689+204.0% |
| Admin fee / account holder | $306 | $15,035-98.0% | $12,993-97.6% | $13,390-97.7% |