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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 | $57,016 | $160,028-64.4% | $147,080-61.2% | $145,884-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.94% | 98.60%-79.7pp | 420.17%-401.2pp | 551.85%-532.9pp |
| Employer contribution / active EE | $7,211 | $5,286+36.4% | $4,933+46.2% | $4,662+54.7% |
| Participant deferral / active EE | $10,137 | $8,422+20.4% | $8,066+25.7% | $6,690+51.5% |
| Admin fee / account holder | $416 | $15,030-97.2% | $12,989-96.8% | $13,392-96.9% |