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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 | $124,407 | $160,070-22.3% | $147,117-15.4% | $145,897-14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.67% | 98.69%-86.0pp | 420.54%-407.9pp | 552.29%-539.6pp |
| Employer contribution / active EE | $13,609 | $5,285+157.5% | $4,932+175.9% | $4,663+191.9% |
| Participant deferral / active EE | $9,906 | $8,419+17.7% | $8,065+22.8% | $6,689+48.1% |
| Admin fee / account holder | $4,863 | $15,035-67.7% | $12,993-62.6% | $13,390-63.7% |