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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 | $38,066 | $160,070-76.2% | $147,117-74.1% | $145,897-73.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.50% | 98.69%-83.2pp | 420.54%-405.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $7,739 | $5,285+46.4% | $4,932+56.9% | $4,663+66.0% |
| Participant deferral / active EE | $19,172 | $8,419+127.7% | $8,065+137.7% | $6,689+186.6% |
| Admin fee / account holder | $18,699 | $15,035+24.4% | $12,993+43.9% | $13,390+39.6% |