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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 | $66,872 | $160,070-58.2% | $147,117-54.5% | $145,897-54.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.78% | 98.69%-83.9pp | 420.54%-405.8pp | 552.29%-537.5pp |
| Employer contribution / active EE | $7,399 | $5,285+40.0% | $4,932+50.0% | $4,663+58.7% |
| Participant deferral / active EE | $29,137 | $8,419+246.1% | $8,065+261.3% | $6,689+335.6% |
| Admin fee / account holder | $2,251 | $15,035-85.0% | $12,993-82.7% | $13,390-83.2% |