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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 | $84,076 | $160,070-47.5% | $147,117-42.9% | $145,897-42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.41% | 98.69%-64.3pp | 420.54%-386.1pp | 552.29%-517.9pp |
| Employer contribution / active EE | $11,429 | $5,285+116.3% | $4,932+131.7% | $4,663+145.1% |
| Participant deferral / active EE | $9,492 | $8,419+12.7% | $8,065+17.7% | $6,689+41.9% |
| Admin fee / account holder | $310 | $15,035-97.9% | $12,993-97.6% | $13,390-97.7% |