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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 | $47,809 | $160,028-70.1% | $147,080-67.5% | $145,884-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.54% | 98.60%-81.1pp | 420.17%-402.6pp | 551.85%-534.3pp |
| Employer contribution / active EE | $23,446 | $5,286+343.6% | $4,933+375.3% | $4,662+402.9% |
| Participant deferral / active EE | $23,569 | $8,422+179.9% | $8,066+192.2% | $6,690+252.3% |
| Admin fee / account holder | $64,964 | $15,030+332.2% | $12,989+400.2% | $13,392+385.1% |