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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 | $108,293 | $160,040-32.3% | $147,096-26.4% | $145,877-25.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.84% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $13,890 | $5,289+162.6% | $4,936+181.4% | $4,663+197.9% |
| Participant deferral / active EE | $12,839 | $8,429+52.3% | $8,071+59.1% | $6,691+91.9% |
| Admin fee / account holder | $1,826 | $15,050-87.9% | $13,005-86.0% | $13,402-86.4% |