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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 | $112,637 | $160,040-29.6% | $147,096-23.4% | $145,877-22.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.51% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $6,891 | $5,289+30.3% | $4,936+39.6% | $4,663+47.8% |
| Participant deferral / active EE | $10,329 | $8,429+22.5% | $8,071+28.0% | $6,691+54.4% |
| Admin fee / account holder | $25,861 | $15,050+71.8% | $13,005+98.9% | $13,402+93.0% |