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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 | $103,901 | $160,028-35.1% | $147,080-29.4% | $145,884-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.10% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.7pp |
| Employer contribution / active EE | $6,389 | $5,286+20.9% | $4,933+29.5% | $4,662+37.0% |
| Participant deferral / active EE | $13,146 | $8,422+56.1% | $8,066+63.0% | $6,690+96.5% |
| Admin fee / account holder | $20,268 | $15,030+34.8% | $12,989+56.0% | $13,392+51.3% |