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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 | $117,692 | $160,028-26.5% | $147,080-20.0% | $145,884-19.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.63% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $12,185 | $5,286+130.5% | $4,933+147.0% | $4,662+161.3% |
| Participant deferral / active EE | $13,939 | $8,422+65.5% | $8,066+72.8% | $6,690+108.4% |
| Admin fee / account holder | $993 | $15,030-93.4% | $12,989-92.4% | $13,392-92.6% |