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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 | $108,655 | $160,028-32.1% | $147,080-26.1% | $145,884-25.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.91% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-540.9pp |
| Employer contribution / active EE | $17,393 | $5,286+229.1% | $4,933+252.6% | $4,662+273.1% |
| Participant deferral / active EE | $6,184 | $8,422-26.6% | $8,066-23.3% | $6,690-7.6% |
| Admin fee / account holder | $54,674 | $15,030+263.8% | $12,989+320.9% | $13,392+308.3% |