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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 | $101,514 | $159,934-36.5% | $147,005-30.9% | $145,959-30.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 49.31% | 98.24%-48.9pp | 418.76%-369.5pp | 561.95%-512.6pp |
| Employer contribution / active EE | $26,472 | $5,287+400.7% | $4,934+436.5% | $4,661+468.0% |
| Participant deferral / active EE | $19,766 | $8,427+134.5% | $8,070+144.9% | $6,689+195.5% |
| Admin fee / account holder | $36,424 | $15,053+142.0% | $13,006+180.0% | $13,398+171.9% |