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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 | $48,509 | $160,028-69.7% | $147,080-67.0% | $145,884-66.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.36% | 98.60%-88.2pp | 420.17%-409.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $10,879 | $5,286+105.8% | $4,933+120.5% | $4,662+133.3% |
| Participant deferral / active EE | $11,089 | $8,422+31.7% | $8,066+37.5% | $6,690+65.8% |
| Admin fee / account holder | $1,031 | $15,030-93.1% | $12,989-92.1% | $13,392-92.3% |