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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 | $160,028-66.7% | $147,080-63.7% | $145,884-63.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.28% | 98.60%-81.3pp | 420.17%-402.9pp | 551.85%-534.6pp |
| Employer contribution / active EE | $13,671 | $5,286+158.6% | $4,933+177.1% | $4,662+193.2% |
| Participant deferral / active EE | $25,977 | $8,422+208.4% | $8,066+222.0% | $6,690+288.3% |
| Admin fee / account holder | $112,837 | $15,030+650.7% | $12,989+768.7% | $13,392+742.6% |