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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 | $56,960 | $159,978-64.4% | $147,041-61.3% | $145,978-61.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.39% | 98.36%-83.0pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $16,275 | $5,288+207.8% | $4,935+229.8% | $4,662+249.1% |
| Participant deferral / active EE | $17,658 | $8,429+109.5% | $8,071+118.8% | $6,690+164.0% |
| Admin fee / account holder | $2,517 | $15,053-83.3% | $13,006-80.6% | $13,400-81.2% |