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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 | $144,944 | $160,028-9.4% | $147,080-1.5% | $145,884-0.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.38% | 98.60%-87.2pp | 420.17%-408.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $10,007 | $5,286+89.3% | $4,933+102.9% | $4,662+114.6% |
| Participant deferral / active EE | $7,861 | $8,422-6.7% | $8,066-2.5% | $6,690+17.5% |
| Admin fee / account holder | $38,286 | $15,030+154.7% | $12,989+194.8% | $13,392+185.9% |