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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 | $160,160 | $177,353-9.7% | $158,226+1.2% | $198,609-19.4% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 15.08% | 599.50%-584.4pp | 501.41%-486.3pp | 202.70%-187.6pp |
| Employer contribution / active EE | $15,875 | $3,239+390.2% | $2,986+431.7% | $5,055+214.0% |
| Participant deferral / active EE | $9,716 | $4,615+110.5% | $4,317+125.1% | $6,977+39.3% |
| Admin fee / account holder | $10,023 | $10,960-8.6% | $10,217-1.9% | $19,030-47.3% |