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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 | $77,535 | $160,028-51.5% | $147,080-47.3% | $145,884-46.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.50% | 98.60%-79.1pp | 420.17%-400.7pp | 551.85%-532.3pp |
| Employer contribution / active EE | $13,049 | $5,286+146.9% | $4,933+164.5% | $4,662+179.9% |
| Participant deferral / active EE | $11,050 | $8,422+31.2% | $8,066+37.0% | $6,690+65.2% |
| Admin fee / account holder | $22,186 | $15,030+47.6% | $12,989+70.8% | $13,392+65.7% |