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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 | $111,727 | $159,934-30.1% | $147,005-24.0% | $145,959-23.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.17% | 98.24%-86.1pp | 418.76%-406.6pp | 561.95%-549.8pp |
| Employer contribution / active EE | $13,440 | $5,287+154.2% | $4,934+172.4% | $4,661+188.4% |
| Participant deferral / active EE | $30,500 | $8,427+261.9% | $8,070+278.0% | $6,689+356.0% |
| Admin fee / account holder | $18,496 | $15,053+22.9% | $13,006+42.2% | $13,398+38.1% |