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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 | $148,537 | $166,268-10.7% | $165,100-10.0% | $145,897+1.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.46% | 100.52%-75.1pp | 70.21%-44.7pp | 552.29%-526.8pp |
| Employer contribution / active EE | $13,100 | $5,284+147.9% | $4,348+201.3% | $4,663+181.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16,500 | $16,659-1.0% | $12,696+30.0% | $13,390+23.2% |