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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 | $77,856 | $160,028-51.3% | $147,080-47.1% | $145,884-46.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.81% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.0pp |
| Employer contribution / active EE | $19,868 | $5,286+275.9% | $4,933+302.7% | $4,662+326.1% |
| Participant deferral / active EE | $21,067 | $8,422+150.1% | $8,066+161.2% | $6,690+214.9% |
| Admin fee / account holder | $395 | $15,030-97.4% | $12,989-97.0% | $13,392-97.1% |