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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 | $160,070-30.5% | $147,117-24.4% | $145,897-23.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.89% | 98.69%-79.8pp | 420.54%-401.7pp | 552.29%-533.4pp |
| Employer contribution / active EE | $12,872 | $5,285+143.6% | $4,932+161.0% | $4,663+176.1% |
| Participant deferral / active EE | $4,100 | $8,419-51.3% | $8,065-49.2% | $6,689-38.7% |
| Admin fee / account holder | $1,028 | $15,035-93.2% | $12,993-92.1% | $13,390-92.3% |