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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 | $98,936 | $159,934-38.1% | $147,005-32.7% | $145,959-32.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.15% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $10,340 | $5,287+95.6% | $4,934+109.5% | $4,661+121.8% |
| Participant deferral / active EE | $2,871 | $8,427-65.9% | $8,070-64.4% | $6,689-57.1% |
| Admin fee / account holder | $54,530 | $15,053+262.2% | $13,006+319.3% | $13,398+307.0% |