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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 | $105,926 | $160,070-33.8% | $147,117-28.0% | $145,897-27.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 67.90% | 98.69%-30.8pp | 420.54%-352.6pp | 552.29%-484.4pp |
| Employer contribution / active EE | $5,616 | $5,285+6.3% | $4,932+13.8% | $4,663+20.4% |
| Participant deferral / active EE | $14,001 | $8,419+66.3% | $8,065+73.6% | $6,689+109.3% |
| Admin fee / account holder | $1,672 | $15,035-88.9% | $12,993-87.1% | $13,390-87.5% |