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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 | $117,051 | $160,070-26.9% | $147,117-20.4% | $145,897-19.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.37% | 98.69%-88.3pp | 420.54%-410.2pp | 552.29%-541.9pp |
| Employer contribution / active EE | $10,861 | $5,285+105.5% | $4,932+120.2% | $4,663+132.9% |
| Participant deferral / active EE | $9,816 | $8,419+16.6% | $8,065+21.7% | $6,689+46.7% |
| Admin fee / account holder | $630 | $15,035-95.8% | $12,993-95.2% | $13,390-95.3% |