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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 | $103,911 | $160,070-35.1% | $147,117-29.4% | $145,897-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.54% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $8,919 | $5,285+68.8% | $4,932+80.8% | $4,663+91.3% |
| Participant deferral / active EE | $15,764 | $8,419+87.2% | $8,065+95.5% | $6,689+135.7% |
| Admin fee / account holder | $16,112 | $15,035+7.2% | $12,993+24.0% | $13,390+20.3% |