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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 | $56,319 | $159,978-64.8% | $147,041-61.7% | $145,978-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 63.95% | 98.36%-34.4pp | 419.21%-355.3pp | 550.52%-486.6pp |
| Employer contribution / active EE | $6,564 | $5,288+24.1% | $4,935+33.0% | $4,662+40.8% |
| Participant deferral / active EE | $15,497 | $8,429+83.9% | $8,071+92.0% | $6,690+131.7% |
| Admin fee / account holder | $6,230 | $15,053-58.6% | $13,006-52.1% | $13,400-53.5% |