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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 | $159,978+25.0% | $147,041+36.0% | $145,978+37.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.55% | 98.36%-81.8pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $14,000 | $5,288+164.7% | $4,935+183.7% | $4,662+200.3% |
| Participant deferral / active EE | $19,001 | $8,429+125.4% | $8,071+135.4% | $6,690+184.0% |
| Admin fee / account holder | $173,757 | $15,053+1054.3% | $13,006+1236.0% | $13,400+1196.7% |