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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 | $130,215 | $160,070-18.7% | $147,117-11.5% | $145,897-10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.79% | 98.69%-85.9pp | 420.54%-407.8pp | 552.29%-539.5pp |
| Employer contribution / active EE | $11,894 | $5,285+125.1% | $4,932+141.1% | $4,663+155.1% |
| Participant deferral / active EE | $5,106 | $8,419-39.4% | $8,065-36.7% | $6,689-23.7% |
| Admin fee / account holder | $590 | $15,035-96.1% | $12,993-95.5% | $13,390-95.6% |