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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 | $99,644 | $159,978-37.7% | $147,041-32.2% | $145,978-31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.21% | 98.36%-83.1pp | 419.21%-404.0pp | 550.52%-535.3pp |
| Employer contribution / active EE | $8,106 | $5,288+53.3% | $4,935+64.3% | $4,662+73.9% |
| Participant deferral / active EE | $22,942 | $8,429+172.2% | $8,071+184.3% | $6,690+243.0% |
| Admin fee / account holder | $820 | $15,053-94.6% | $13,006-93.7% | $13,400-93.9% |