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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 | $122,660 | $159,978-23.3% | $147,041-16.6% | $145,978-16.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.36%-87.4pp | 419.21%-408.2pp | 550.52%-539.5pp |
| Employer contribution / active EE | $8,890 | $5,288+68.1% | $4,935+80.1% | $4,662+90.7% |
| Participant deferral / active EE | $17,658 | $8,429+109.5% | $8,071+118.8% | $6,690+164.0% |
| Admin fee / account holder | $44,392 | $15,053+194.9% | $13,006+241.3% | $13,400+231.3% |