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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 | $84,094 | $160,070-47.5% | $147,117-42.8% | $145,897-42.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.45% | 98.69%-73.2pp | 420.54%-395.1pp | 552.29%-526.8pp |
| Employer contribution / active EE | $1,924 | $5,285-63.6% | $4,932-61.0% | $4,663-58.7% |
| Participant deferral / active EE | $3,369 | $8,419-60.0% | $8,065-58.2% | $6,689-49.6% |
| Admin fee / account holder | $519 | $15,035-96.5% | $12,993-96.0% | $13,390-96.1% |