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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 | $44,144 | $160,070-72.4% | $147,117-70.0% | $145,897-69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $28,500 | $5,285+439.3% | $4,932+477.8% | $4,663+511.2% |
| Participant deferral / active EE | $28,500 | $8,419+238.5% | $8,065+253.4% | $6,689+326.1% |
| Admin fee / account holder | $121,207 | $15,035+706.2% | $12,993+832.9% | $13,390+805.2% |