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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 | $77,591 | $160,028-51.5% | $147,080-47.2% | $145,884-46.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.60%-83.9pp | 420.17%-405.5pp | 551.85%-537.2pp |
| Employer contribution / active EE | $15,471 | $5,286+192.7% | $4,933+213.6% | $4,662+231.8% |
| Participant deferral / active EE | $21,931 | $8,422+160.4% | $8,066+171.9% | $6,690+227.8% |
| Admin fee / account holder | $11,059 | $15,030-26.4% | $12,989-14.9% | $13,392-17.4% |