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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 | $54,047 | $159,934-66.2% | $147,005-63.2% | $145,959-63.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $17,389 | $5,287+228.9% | $4,934+252.4% | $4,661+273.1% |
| Participant deferral / active EE | $11,500 | $8,427+36.5% | $8,070+42.5% | $6,689+71.9% |
| Admin fee / account holder | $426 | $15,053-97.2% | $13,006-96.7% | $13,398-96.8% |