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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 | $47,809 | $160,040-70.1% | $147,096-67.5% | $145,877-67.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.54% | 98.49%-81.0pp | 419.75%-402.2pp | 551.28%-533.7pp |
| Employer contribution / active EE | $23,446 | $5,289+343.3% | $4,936+375.0% | $4,663+402.8% |
| Participant deferral / active EE | $23,569 | $8,429+179.6% | $8,071+192.0% | $6,691+252.3% |
| Admin fee / account holder | $64,964 | $15,050+331.7% | $13,005+399.5% | $13,402+384.7% |