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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 | $110,938 | $160,028-30.7% | $147,080-24.6% | $145,884-24.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.77% | 98.60%-88.8pp | 420.17%-410.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $19,493 | $5,286+268.8% | $4,933+295.1% | $4,662+318.1% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $661 | $15,030-95.6% | $12,989-94.9% | $13,392-95.1% |