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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 | $97,521 | $160,028-39.1% | $147,080-33.7% | $145,884-33.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.43% | 98.60%-83.2pp | 420.17%-404.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $17,026 | $5,286+222.1% | $4,933+245.1% | $4,662+265.2% |
| Participant deferral / active EE | $10,242 | $8,422+21.6% | $8,066+27.0% | $6,690+53.1% |
| Admin fee / account holder | $19,137 | $15,030+27.3% | $12,989+47.3% | $13,392+42.9% |