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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 | $109,046 | $160,040-31.9% | $147,096-25.9% | $145,877-25.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.36% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $21,637 | $5,289+309.1% | $4,936+338.4% | $4,663+364.0% |
| Participant deferral / active EE | $16,582 | $8,429+96.7% | $8,071+105.5% | $6,691+147.8% |
| Admin fee / account holder | $1,815 | $15,050-87.9% | $13,005-86.0% | $13,402-86.5% |