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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 | $58,254 | $160,070-63.6% | $147,117-60.4% | $145,897-60.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,439 | $5,285-34.9% | $4,932-30.3% | $4,663-26.2% |
| Participant deferral / active EE | $10,684 | $8,419+26.9% | $8,065+32.5% | $6,689+59.7% |
| Admin fee / account holder | $39,664 | $15,035+163.8% | $12,993+205.3% | $13,390+196.2% |