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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 | $200,032 | $160,070+25.0% | $147,117+36.0% | $145,897+37.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $14,000 | $5,285+164.9% | $4,932+183.8% | $4,663+200.3% |
| Participant deferral / active EE | $19,001 | $8,419+125.7% | $8,065+135.6% | $6,689+184.0% |
| Admin fee / account holder | $173,757 | $15,035+1055.7% | $12,993+1237.3% | $13,390+1197.6% |