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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 | $160,040-14.3% | $147,096-6.8% | $145,877-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 98.49%-85.0pp | 419.75%-406.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $14,814 | $5,289+180.1% | $4,936+200.1% | $4,663+217.7% |
| Participant deferral / active EE | $14,668 | $8,429+74.0% | $8,071+81.7% | $6,691+119.2% |
| Admin fee / account holder | $1,004 | $15,050-93.3% | $13,005-92.3% | $13,402-92.5% |