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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 | $138,333 | $217,427-36.4% | $185,837-25.6% | $167,518-17.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.69% | 148.39%-132.7pp | 122.08%-106.4pp | 478.71%-463.0pp |
| Employer contribution / active EE | $8,871 | $5,874+51.0% | $5,168+71.6% | $4,838+83.3% |
| Participant deferral / active EE | $4,695 | $6,357-26.1% | $5,568-15.7% | $6,342-26.0% |
| Admin fee / account holder | $30,623 | $19,816+54.5% | $16,241+88.6% | $12,312+148.7% |