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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 | $151,083 | $157,304-4.0% | $141,197+7.0% | $152,909-1.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.31% | 64.34%-44.0pp | 71.41%-51.1pp | 345.46%-325.1pp |
| Employer contribution / active EE | $19,137 | $5,263+263.6% | $4,736+304.1% | $4,764+301.7% |
| Participant deferral / active EE | $16,280 | $7,111+128.9% | $6,710+142.6% | $5,851+178.2% |
| Admin fee / account holder | $4,810 | $12,126-60.3% | $10,265-53.1% | $11,601-58.5% |