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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 | $137,485 | $160,070-14.1% | $147,117-6.5% | $145,897-5.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 98.69%-85.6pp | 420.54%-407.4pp | 552.29%-539.2pp |
| Employer contribution / active EE | $14,441 | $5,285+173.3% | $4,932+192.8% | $4,663+209.7% |
| Participant deferral / active EE | $19,521 | $8,419+131.9% | $8,065+142.1% | $6,689+191.8% |
| Admin fee / account holder | $67,563 | $15,035+349.4% | $12,993+420.0% | $13,390+404.6% |