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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 | $163,874 | $160,070+2.4% | $147,117+11.4% | $145,897+12.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.59% | 98.69%-78.1pp | 420.54%-399.9pp | 552.29%-531.7pp |
| Employer contribution / active EE | $23,445 | $5,285+343.7% | $4,932+375.3% | $4,663+402.8% |
| Participant deferral / active EE | $46,407 | $8,419+451.2% | $8,065+475.4% | $6,689+593.8% |
| Admin fee / account holder | $214,936 | $15,035+1329.5% | $12,993+1554.3% | $13,390+1505.1% |