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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 | $132,528 | $160,028-17.2% | $147,080-9.9% | $145,884-9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.00% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.9pp |
| Employer contribution / active EE | $16,761 | $5,286+217.1% | $4,933+239.7% | $4,662+259.5% |
| Participant deferral / active EE | $6,091 | $8,422-27.7% | $8,066-24.5% | $6,690-9.0% |
| Admin fee / account holder | $1,690 | $15,030-88.8% | $12,989-87.0% | $13,392-87.4% |