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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 | $104,290 | $160,070-34.8% | $147,117-29.1% | $145,897-28.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.32% | 98.69%-77.4pp | 420.54%-399.2pp | 552.29%-531.0pp |
| Employer contribution / active EE | $15,218 | $5,285+188.0% | $4,932+208.5% | $4,663+226.4% |
| Participant deferral / active EE | $27,235 | $8,419+223.5% | $8,065+237.7% | $6,689+307.1% |
| Admin fee / account holder | $455 | $15,035-97.0% | $12,993-96.5% | $13,390-96.6% |