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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 | $62,291 | $160,070-61.1% | $147,117-57.7% | $145,897-57.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.57% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.7pp |
| Employer contribution / active EE | $6,145 | $5,285+16.3% | $4,932+24.6% | $4,663+31.8% |
| Participant deferral / active EE | $22,536 | $8,419+167.7% | $8,065+179.4% | $6,689+236.9% |
| Admin fee / account holder | $774 | $15,035-94.9% | $12,993-94.0% | $13,390-94.2% |