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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 | $160,028-23.4% | $147,080-16.6% | $145,884-15.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.97% | 98.60%-87.6pp | 420.17%-409.2pp | 551.85%-540.9pp |
| Employer contribution / active EE | $8,890 | $5,286+68.2% | $4,933+80.2% | $4,662+90.7% |
| Participant deferral / active EE | $17,658 | $8,422+109.7% | $8,066+118.9% | $6,690+164.0% |
| Admin fee / account holder | $44,392 | $15,030+195.4% | $12,989+241.8% | $13,392+231.5% |