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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 | $98,438 | $160,028-38.5% | $147,080-33.1% | $145,884-32.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.64% | 98.60%-85.0pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $14,174 | $5,286+168.2% | $4,933+187.3% | $4,662+204.0% |
| Participant deferral / active EE | $28,347 | $8,422+236.6% | $8,066+251.4% | $6,690+323.7% |
| Admin fee / account holder | $23,683 | $15,030+57.6% | $12,989+82.3% | $13,392+76.8% |