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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 | $159,934-26.2% | $147,005-19.7% | $145,959-19.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.85% | 98.24%-85.4pp | 418.76%-405.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $25,950 | $5,287+390.8% | $4,934+425.9% | $4,661+456.8% |
| Participant deferral / active EE | $21,424 | $8,427+154.2% | $8,070+165.5% | $6,689+220.3% |
| Admin fee / account holder | $57,561 | $15,053+282.4% | $13,006+342.6% | $13,398+329.6% |