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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 | $94,623 | $159,934-40.8% | $147,005-35.6% | $145,959-35.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.57% | 98.24%-85.7pp | 418.76%-406.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $13,787 | $5,287+160.8% | $4,934+179.4% | $4,661+195.8% |
| Participant deferral / active EE | $73,412 | $8,427+771.1% | $8,070+809.7% | $6,689+997.6% |
| Admin fee / account holder | $57,051 | $15,053+279.0% | $13,006+338.6% | $13,398+325.8% |