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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 | $84,900 | $160,070-47.0% | $147,117-42.3% | $145,897-41.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.47% | 98.69%-85.2pp | 420.54%-407.1pp | 552.29%-538.8pp |
| Employer contribution / active EE | $18,898 | $5,285+257.6% | $4,932+283.1% | $4,663+305.3% |
| Participant deferral / active EE | $8,269 | $8,419-1.8% | $8,065+2.5% | $6,689+23.6% |
| Admin fee / account holder | $397 | $15,035-97.4% | $12,993-96.9% | $13,390-97.0% |