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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 | $150,273 | $132,634+13.3% | $115,768+29.8% | $137,256+9.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 22.62% | 160.70%-138.1pp | 100.46%-77.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $15,541 | $3,360+362.6% | $2,940+428.6% | $4,156+273.9% |
| Participant deferral / active EE | $15,541 | $5,619+176.6% | $4,917+216.1% | $6,407+142.6% |
| Admin fee / account holder | $1,215 | $15,028-91.9% | $12,439-90.2% | $12,270-90.1% |