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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 | $160,040-59.5% | $147,096-56.0% | $145,877-55.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.73% | 98.49%-88.8pp | 419.75%-410.0pp | 551.28%-541.6pp |
| Employer contribution / active EE | $10,504 | $5,289+98.6% | $4,936+112.8% | $4,663+125.3% |
| Participant deferral / active EE | $8,547 | $8,429+1.4% | $8,071+5.9% | $6,691+27.7% |
| Admin fee / account holder | $474 | $15,050-96.9% | $13,005-96.4% | $13,402-96.5% |