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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 | $99,782 | $160,028-37.6% | $147,080-32.2% | $145,884-31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.65% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $5,362 | $5,286+1.4% | $4,933+8.7% | $4,662+15.0% |
| Participant deferral / active EE | $14,656 | $8,422+74.0% | $8,066+81.7% | $6,690+119.1% |
| Admin fee / account holder | $33,900 | $15,030+125.6% | $12,989+161.0% | $13,392+153.1% |