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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 | $153,692 | $103,038+49.2% | $90,324+70.2% | $152,909+0.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.59% | 95.25%-74.7pp | 78.15%-57.6pp | 345.46%-324.9pp |
| Employer contribution / active EE | $15,000 | $3,141+377.6% | $2,856+425.3% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,239 | $6,177-79.9% | $5,356-76.9% | $11,601-89.3% |