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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 | $117,801 | $159,978-26.4% | $147,041-19.9% | $145,978-19.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.57% | 98.36%-82.8pp | 419.21%-403.6pp | 550.52%-534.9pp |
| Employer contribution / active EE | $11,944 | $5,288+125.9% | $4,935+142.0% | $4,662+156.2% |
| Participant deferral / active EE | $18,504 | $8,429+119.5% | $8,071+129.3% | $6,690+176.6% |
| Admin fee / account holder | $23,845 | $15,053+58.4% | $13,006+83.3% | $13,400+77.9% |