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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 | $108,369 | $160,040-32.3% | $147,096-26.3% | $145,877-25.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 98.49%-83.7pp | 419.75%-404.9pp | 551.28%-536.5pp |
| Employer contribution / active EE | $12,930 | $5,289+144.5% | $4,936+162.0% | $4,663+177.3% |
| Participant deferral / active EE | $8,158 | $8,429-3.2% | $8,071+1.1% | $6,691+21.9% |
| Admin fee / account holder | $1,527 | $15,050-89.9% | $13,005-88.3% | $13,402-88.6% |