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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 | $37,829 | $160,070-76.4% | $147,117-74.3% | $145,897-74.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.14% | 98.69%-73.6pp | 420.54%-395.4pp | 552.29%-527.2pp |
| Employer contribution / active EE | $12,428 | $5,285+135.2% | $4,932+152.0% | $4,663+166.5% |
| Participant deferral / active EE | $19,311 | $8,419+129.4% | $8,065+139.5% | $6,689+188.7% |
| Admin fee / account holder | $3,290 | $15,035-78.1% | $12,993-74.7% | $13,390-75.4% |