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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 | $141,124 | $160,028-11.8% | $147,080-4.0% | $145,884-3.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.86% | 98.60%-77.7pp | 420.17%-399.3pp | 551.85%-531.0pp |
| Employer contribution / active EE | $31,423 | $5,286+494.5% | $4,933+537.0% | $4,662+574.0% |
| Participant deferral / active EE | $37,357 | $8,422+343.6% | $8,066+363.1% | $6,690+458.4% |
| Admin fee / account holder | $1,228 | $15,030-91.8% | $12,989-90.5% | $13,392-90.8% |