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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 | $108,369 | $160,028-32.3% | $147,080-26.3% | $145,884-25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 98.60%-83.8pp | 420.17%-405.4pp | 551.85%-537.0pp |
| Employer contribution / active EE | $12,930 | $5,286+144.6% | $4,933+162.1% | $4,662+177.3% |
| Participant deferral / active EE | $8,158 | $8,422-3.1% | $8,066+1.1% | $6,690+22.0% |
| Admin fee / account holder | $1,527 | $15,030-89.8% | $12,989-88.2% | $13,392-88.6% |