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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 | $111,142 | $159,978-30.5% | $147,041-24.4% | $145,978-23.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 98.36%-87.8pp | 419.21%-408.7pp | 550.52%-540.0pp |
| Employer contribution / active EE | $6,085 | $5,288+15.1% | $4,935+23.3% | $4,662+30.5% |
| Participant deferral / active EE | $28,000 | $8,429+232.2% | $8,071+246.9% | $6,690+318.6% |
| Admin fee / account holder | $37,427 | $15,053+148.6% | $13,006+187.8% | $13,400+179.3% |