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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 | $160,070-30.6% | $147,117-24.5% | $145,897-23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.54% | 98.69%-88.1pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $6,085 | $5,285+15.2% | $4,932+23.4% | $4,663+30.5% |
| Participant deferral / active EE | $28,000 | $8,419+232.6% | $8,065+247.2% | $6,689+318.6% |
| Admin fee / account holder | $37,427 | $15,035+148.9% | $12,993+188.1% | $13,390+179.5% |