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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 | $61,041 | $159,978-61.8% | $147,041-58.5% | $145,978-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.20% | 98.36%-86.2pp | 419.21%-407.0pp | 550.52%-538.3pp |
| Employer contribution / active EE | $12,667 | $5,288+139.5% | $4,935+156.7% | $4,662+171.7% |
| Participant deferral / active EE | $13,190 | $8,429+56.5% | $8,071+63.4% | $6,690+97.2% |
| Admin fee / account holder | $114,547 | $15,053+660.9% | $13,006+780.7% | $13,400+754.8% |