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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 | $99,871 | $160,028-37.6% | $147,080-32.1% | $145,884-31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.67% | 98.60%-86.9pp | 420.17%-408.5pp | 551.85%-540.2pp |
| Employer contribution / active EE | $7,650 | $5,286+44.7% | $4,933+55.1% | $4,662+64.1% |
| Participant deferral / active EE | $8,269 | $8,422-1.8% | $8,066+2.5% | $6,690+23.6% |
| Admin fee / account holder | $23,917 | $15,030+59.1% | $12,989+84.1% | $13,392+78.6% |