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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 | $123,491 | $160,040-22.8% | $147,096-16.0% | $145,877-15.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.98% | 98.49%-79.5pp | 419.75%-400.8pp | 551.28%-532.3pp |
| Employer contribution / active EE | $13,922 | $5,289+163.2% | $4,936+182.0% | $4,663+198.6% |
| Participant deferral / active EE | $24,341 | $8,429+188.8% | $8,071+201.6% | $6,691+263.8% |
| Admin fee / account holder | $42,758 | $15,050+184.1% | $13,005+228.8% | $13,402+219.0% |