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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 | $63,203 | $160,040-60.5% | $147,096-57.0% | $145,877-56.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.52% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.8pp |
| Employer contribution / active EE | $16,460 | $5,289+211.2% | $4,936+233.5% | $4,663+253.0% |
| Participant deferral / active EE | $13,367 | $8,429+58.6% | $8,071+65.6% | $6,691+99.8% |
| Admin fee / account holder | $432 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |