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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 | $100,230 | $160,070-37.4% | $147,117-31.9% | $145,897-31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.16% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $12,347 | $5,285+133.6% | $4,932+150.3% | $4,663+164.8% |
| Participant deferral / active EE | $9,001 | $8,419+6.9% | $8,065+11.6% | $6,689+34.6% |
| Admin fee / account holder | $664 | $15,035-95.6% | $12,993-94.9% | $13,390-95.0% |