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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 | $160,040-26.3% | $147,096-19.8% | $145,877-19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.85% | 98.49%-85.6pp | 419.75%-406.9pp | 551.28%-538.4pp |
| Employer contribution / active EE | $25,950 | $5,289+390.6% | $4,936+425.7% | $4,663+456.5% |
| Participant deferral / active EE | $21,424 | $8,429+154.2% | $8,071+165.4% | $6,691+220.2% |
| Admin fee / account holder | $57,561 | $15,050+282.5% | $13,005+342.6% | $13,402+329.5% |