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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 | $161,995 | $159,978+1.3% | $147,041+10.2% | $145,978+11.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 98.36%-86.6pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $14,267 | $8,429+69.3% | $8,071+76.8% | $6,690+113.3% |
| Admin fee / account holder | $391 | $15,053-97.4% | $13,006-97.0% | $13,400-97.1% |