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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 | $161,540 | $160,040+0.9% | $147,096+9.8% | $145,877+10.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.58% | 98.49%-75.9pp | 419.75%-397.2pp | 551.28%-528.7pp |
| Employer contribution / active EE | $34,500 | $5,289+552.2% | $4,936+598.9% | $4,663+639.9% |
| Participant deferral / active EE | $38,014 | $8,429+351.0% | $8,071+371.0% | $6,691+468.2% |
| Admin fee / account holder | $64,466 | $15,050+328.3% | $13,005+395.7% | $13,402+381.0% |