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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 | $116,625 | $160,070-27.1% | $147,117-20.7% | $145,897-20.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 156.55% | 98.69%+57.9pp | 420.54%-264.0pp | 552.29%-395.7pp |
| Employer contribution / active EE | $9,011 | $5,285+70.5% | $4,932+82.7% | $4,663+93.3% |
| Participant deferral / active EE | $15,296 | $8,419+81.7% | $8,065+89.7% | $6,689+128.7% |
| Admin fee / account holder | $703 | $15,035-95.3% | $12,993-94.6% | $13,390-94.8% |