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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 | $64,746 | $160,070-59.6% | $147,117-56.0% | $145,897-55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 98.69%-89.0pp | 420.54%-410.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $10,504 | $5,285+98.8% | $4,932+112.9% | $4,663+125.3% |
| Participant deferral / active EE | $8,547 | $8,419+1.5% | $8,065+6.0% | $6,689+27.8% |
| Admin fee / account holder | $474 | $15,035-96.9% | $12,993-96.4% | $13,390-96.5% |