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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 | $91,898 | $183,978-50.0% | $162,171-43.3% | $152,885-39.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 19.82% | 150.78%-131.0pp | 115.60%-95.8pp | 345.39%-325.6pp |
| Employer contribution / active EE | $2,603 | $6,370-59.1% | $5,613-53.6% | $4,763-45.4% |
| Participant deferral / active EE | $19,832 | $8,033+146.9% | $7,297+171.8% | $5,851+239.0% |
| Admin fee / account holder | $59,566 | $13,122+353.9% | $10,843+449.4% | $11,598+413.6% |