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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 | $67,642 | $160,028-57.7% | $147,080-54.0% | $145,884-53.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 91.84% | 98.60%-6.8pp | 420.17%-328.3pp | 551.85%-460.0pp |
| Employer contribution / active EE | $13,569 | $5,286+156.7% | $4,933+175.0% | $4,662+191.0% |
| Participant deferral / active EE | $7,293 | $8,422-13.4% | $8,066-9.6% | $6,690+9.0% |
| Admin fee / account holder | $2,162 | $15,030-85.6% | $12,989-83.4% | $13,392-83.9% |