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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 | $159,410 | $160,040-0.4% | $147,096+8.4% | $145,877+9.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.02% | 98.49%-88.5pp | 419.75%-409.7pp | 551.28%-541.3pp |
| Employer contribution / active EE | $12,275 | $5,289+132.1% | $4,936+148.7% | $4,663+163.3% |
| Participant deferral / active EE | $4,964 | $8,429-41.1% | $8,071-38.5% | $6,691-25.8% |
| Admin fee / account holder | $24,482 | $15,050+62.7% | $13,005+88.3% | $13,402+82.7% |