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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 | $72,458 | $160,070-54.7% | $147,117-50.7% | $145,897-50.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.49% | 98.69%-81.2pp | 420.54%-403.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $12,285 | $5,285+132.5% | $4,932+149.1% | $4,663+163.5% |
| Participant deferral / active EE | $7,977 | $8,419-5.3% | $8,065-1.1% | $6,689+19.2% |
| Admin fee / account holder | $6,530 | $15,035-56.6% | $12,993-49.7% | $13,390-51.2% |