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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 | $124,527 | $159,934-22.1% | $147,005-15.3% | $145,959-14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.88% | 98.24%-77.4pp | 418.76%-397.9pp | 561.95%-541.1pp |
| Employer contribution / active EE | $15,773 | $5,287+198.3% | $4,934+219.7% | $4,661+238.4% |
| Participant deferral / active EE | $19,947 | $8,427+136.7% | $8,070+147.2% | $6,689+198.2% |
| Admin fee / account holder | $776 | $15,053-94.8% | $13,006-94.0% | $13,398-94.2% |