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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 | $53,367 | $160,070-66.7% | $147,117-63.7% | $145,897-63.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.28% | 98.69%-81.4pp | 420.54%-403.3pp | 552.29%-535.0pp |
| Employer contribution / active EE | $13,671 | $5,285+158.7% | $4,932+177.2% | $4,663+193.2% |
| Participant deferral / active EE | $25,977 | $8,419+208.5% | $8,065+222.1% | $6,689+288.3% |
| Admin fee / account holder | $112,837 | $15,035+650.5% | $12,993+768.5% | $13,390+742.7% |