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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 | $107,516 | $159,934-32.8% | $147,005-26.9% | $145,959-26.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.92% | 98.24%-88.3pp | 418.76%-408.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $14,400 | $5,287+172.4% | $4,934+191.8% | $4,661+209.0% |
| Participant deferral / active EE | $14,400 | $8,427+70.9% | $8,070+78.4% | $6,689+115.3% |
| Admin fee / account holder | $737 | $15,053-95.1% | $13,006-94.3% | $13,398-94.5% |