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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 | $105,978 | $166,268-36.3% | $165,100-35.8% | $145,897-27.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.35% | 100.52%-86.2pp | 70.21%-55.9pp | 552.29%-537.9pp |
| Employer contribution / active EE | $9,167 | $5,284+73.5% | $4,348+110.8% | $4,663+96.6% |
| Participant deferral / active EE | $9,746 | $6,964+39.9% | $6,035+61.5% | $6,689+45.7% |
| Admin fee / account holder | $25,971 | $16,659+55.9% | $12,696+104.6% | $13,390+94.0% |