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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 | $79,383 | $160,070-50.4% | $147,117-46.0% | $145,897-45.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.86% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $14,383 | $5,285+172.2% | $4,932+191.6% | $4,663+208.5% |
| Participant deferral / active EE | $18,351 | $8,419+118.0% | $8,065+127.6% | $6,689+174.3% |
| Admin fee / account holder | $16,394 | $15,035+9.0% | $12,993+26.2% | $13,390+22.4% |