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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 | $144,885 | $160,028-9.5% | $147,080-1.5% | $145,884-0.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.53% | 98.60%-87.1pp | 420.17%-408.6pp | 551.85%-540.3pp |
| Employer contribution / active EE | $11,445 | $5,286+116.5% | $4,933+132.0% | $4,662+145.5% |
| Participant deferral / active EE | $6,255 | $8,422-25.7% | $8,066-22.5% | $6,690-6.5% |
| Admin fee / account holder | $23,210 | $15,030+54.4% | $12,989+78.7% | $13,392+73.3% |