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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 | $108,929 | $160,028-31.9% | $147,080-25.9% | $145,884-25.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.10% | 98.60%-88.5pp | 420.17%-410.1pp | 551.85%-541.7pp |
| Employer contribution / active EE | $14,583 | $5,286+175.9% | $4,933+195.6% | $4,662+212.8% |
| Participant deferral / active EE | $9,552 | $8,422+13.4% | $8,066+18.4% | $6,690+42.8% |
| Admin fee / account holder | $1,894 | $15,030-87.4% | $12,989-85.4% | $13,392-85.9% |