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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 | $137,089 | $160,028-14.3% | $147,080-6.8% | $145,884-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 98.60%-85.1pp | 420.17%-406.7pp | 551.85%-538.4pp |
| Employer contribution / active EE | $14,814 | $5,286+180.3% | $4,933+200.3% | $4,662+217.7% |
| Participant deferral / active EE | $14,668 | $8,422+74.2% | $8,066+81.8% | $6,690+119.3% |
| Admin fee / account holder | $1,004 | $15,030-93.3% | $12,989-92.3% | $13,392-92.5% |