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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 | $117,994 | $160,070-26.3% | $147,117-19.8% | $145,897-19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.85% | 98.69%-85.8pp | 420.54%-407.7pp | 552.29%-539.4pp |
| Employer contribution / active EE | $25,950 | $5,285+391.1% | $4,932+426.1% | $4,663+456.6% |
| Participant deferral / active EE | $21,424 | $8,419+154.5% | $8,065+165.7% | $6,689+220.3% |
| Admin fee / account holder | $57,561 | $15,035+282.8% | $12,993+343.0% | $13,390+329.9% |