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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 | $111,265 | $159,934-30.4% | $147,005-24.3% | $145,959-23.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.89% | 98.24%-79.4pp | 418.76%-399.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $12,872 | $5,287+143.5% | $4,934+160.9% | $4,661+176.2% |
| Participant deferral / active EE | $4,100 | $8,427-51.4% | $8,070-49.2% | $6,689-38.7% |
| Admin fee / account holder | $1,028 | $15,053-93.2% | $13,006-92.1% | $13,398-92.3% |