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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 | $111,479 | $160,070-30.4% | $147,117-24.2% | $145,897-23.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.85% | 98.69%-78.8pp | 420.54%-400.7pp | 552.29%-532.4pp |
| Employer contribution / active EE | $13,905 | $5,285+163.1% | $4,932+181.9% | $4,663+198.2% |
| Participant deferral / active EE | $8,487 | $8,419+0.8% | $8,065+5.2% | $6,689+26.9% |
| Admin fee / account holder | $790 | $15,035-94.7% | $12,993-93.9% | $13,390-94.1% |