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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 | $120,405 | $103,008+16.9% | $90,304+33.3% | $152,897-21.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 26.60% | 95.22%-68.6pp | 78.13%-51.5pp | 345.43%-318.8pp |
| Employer contribution / active EE | $37,323 | $3,139+1088.9% | $2,855+1207.3% | $4,764+683.5% |
| Participant deferral / active EE | $19,000 | $4,281+343.8% | $3,885+389.1% | $5,851+224.7% |
| Admin fee / account holder | $2,356 | $6,175-61.8% | $5,354-56.0% | $11,599-79.7% |