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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 | $128,935 | $160,070-19.5% | $147,117-12.4% | $145,897-11.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.36% | 98.69%-84.3pp | 420.54%-406.2pp | 552.29%-537.9pp |
| Employer contribution / active EE | $26,251 | $5,285+396.7% | $4,932+432.2% | $4,663+463.0% |
| Participant deferral / active EE | $19,692 | $8,419+133.9% | $8,065+144.2% | $6,689+194.4% |
| Admin fee / account holder | $2,847 | $15,035-81.1% | $12,993-78.1% | $13,390-78.7% |