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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 | $91,205 | $160,070-43.0% | $147,117-38.0% | $145,897-37.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.48% | 98.69%-86.2pp | 420.54%-408.1pp | 552.29%-539.8pp |
| Employer contribution / active EE | $5,281 | $5,285-0.1% | $4,932+7.1% | $4,663+13.3% |
| Participant deferral / active EE | $14,019 | $8,419+66.5% | $8,065+73.8% | $6,689+109.6% |
| Admin fee / account holder | $84,811 | $15,035+464.1% | $12,993+552.8% | $13,390+533.4% |