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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 | $111,659 | $160,028-30.2% | $147,080-24.1% | $145,884-23.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.10% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.7pp |
| Employer contribution / active EE | $14,263 | $5,286+169.8% | $4,933+189.1% | $4,662+205.9% |
| Participant deferral / active EE | $32,254 | $8,422+283.0% | $8,066+299.9% | $6,690+382.1% |
| Admin fee / account holder | $16,822 | $15,030+11.9% | $12,989+29.5% | $13,392+25.6% |