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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 | $117,642 | $160,028-26.5% | $147,080-20.0% | $145,884-19.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.26% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $14,299 | $5,286+170.5% | $4,933+189.8% | $4,662+206.7% |
| Participant deferral / active EE | $19,498 | $8,422+131.5% | $8,066+141.7% | $6,690+191.5% |
| Admin fee / account holder | $51,500 | $15,030+242.6% | $12,989+296.5% | $13,392+284.6% |