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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 | $128,935 | $160,028-19.4% | $147,080-12.3% | $145,884-11.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 98.60%-87.7pp | 420.17%-409.3pp | 551.85%-541.0pp |
| Employer contribution / active EE | $10,076 | $5,286+90.6% | $4,933+104.2% | $4,662+116.1% |
| Participant deferral / active EE | $10,639 | $8,422+26.3% | $8,066+31.9% | $6,690+59.0% |
| Admin fee / account holder | $85,804 | $15,030+470.9% | $12,989+560.6% | $13,392+540.7% |