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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 | $166,131-10.6% | $164,975-10.0% | $145,877+1.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.46% | 100.37%-74.9pp | 70.12%-44.7pp | 551.28%-525.8pp |
| Employer contribution / active EE | $13,100 | $5,276+148.3% | $4,343+201.7% | $4,663+180.9% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,500 | $16,648-0.9% | $12,688+30.0% | $13,402+23.1% |