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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 | $143,700 | $160,040-10.2% | $147,096-2.3% | $145,877-1.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.92% | 98.49%-76.6pp | 419.75%-397.8pp | 551.28%-529.4pp |
| Employer contribution / active EE | $9,460 | $5,289+78.8% | $4,936+91.6% | $4,663+102.9% |
| Participant deferral / active EE | $13,044 | $8,429+54.8% | $8,071+61.6% | $6,691+95.0% |
| Admin fee / account holder | $60,129 | $15,050+299.5% | $13,005+362.3% | $13,402+348.7% |