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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 | $151,097 | $176,077-14.2% | $159,455-5.2% | $167,518-9.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.68% | 331.83%-320.2pp | 263.63%-252.0pp | 478.71%-467.0pp |
| Employer contribution / active EE | $21,155 | $5,298+299.3% | $4,830+338.0% | $4,838+337.2% |
| Participant deferral / active EE | $16,356 | $7,751+111.0% | $7,353+122.4% | $6,342+157.9% |
| Admin fee / account holder | $3,726 | $12,556-70.3% | $10,800-65.5% | $12,312-69.7% |