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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 | $96,506 | $160,070-39.7% | $147,117-34.4% | $145,897-33.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.17% | 98.69%-64.5pp | 420.54%-386.4pp | 552.29%-518.1pp |
| Employer contribution / active EE | $4,755 | $5,285-10.0% | $4,932-3.6% | $4,663+2.0% |
| Participant deferral / active EE | $9,763 | $8,419+16.0% | $8,065+21.1% | $6,689+45.9% |
| Admin fee / account holder | $665 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |