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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 | $111,519 | $160,028-30.3% | $147,080-24.2% | $145,884-23.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 51.34% | 98.60%-47.3pp | 420.17%-368.8pp | 551.85%-500.5pp |
| Employer contribution / active EE | $3,348 | $5,286-36.7% | $4,933-32.1% | $4,662-28.2% |
| Participant deferral / active EE | $15,505 | $8,422+84.1% | $8,066+92.2% | $6,690+131.8% |
| Admin fee / account holder | $13,124 | $15,030-12.7% | $12,989+1.0% | $13,392-2.0% |