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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 | $160,040-36.6% | $147,096-31.0% | $145,877-30.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 49.31% | 98.49%-49.2pp | 419.75%-370.4pp | 551.28%-502.0pp |
| Employer contribution / active EE | $26,472 | $5,289+400.5% | $4,936+436.3% | $4,663+467.7% |
| Participant deferral / active EE | $19,766 | $8,429+134.5% | $8,071+144.9% | $6,691+195.4% |
| Admin fee / account holder | $36,424 | $15,050+142.0% | $13,005+180.1% | $13,402+171.8% |