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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 | $145,067 | $160,040-9.4% | $147,096-1.4% | $145,877-0.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.67% | 98.49%-79.8pp | 419.75%-401.1pp | 551.28%-532.6pp |
| Employer contribution / active EE | $13,419 | $5,289+153.7% | $4,936+171.9% | $4,663+187.8% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $18,866 | $15,050+25.4% | $13,005+45.1% | $13,402+40.8% |