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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 | $150,005 | $157,304-4.6% | $141,197+6.2% | $152,909-1.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.97% | 64.34%-48.4pp | 71.41%-55.4pp | 345.46%-329.5pp |
| Employer contribution / active EE | $16,875 | $5,263+220.7% | $4,736+256.3% | $4,764+254.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,590 | $12,126-86.9% | $10,265-84.5% | $11,601-86.3% |