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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 | $146,307 | $160,040-8.6% | $147,096-0.5% | $145,877+0.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 98.49%-83.5pp | 419.75%-404.7pp | 551.28%-536.3pp |
| Employer contribution / active EE | $14,735 | $5,289+178.6% | $4,936+198.5% | $4,663+216.0% |
| Participant deferral / active EE | $16,157 | $8,429+91.7% | $8,071+100.2% | $6,691+141.5% |
| Admin fee / account holder | $1,026 | $15,050-93.2% | $13,005-92.1% | $13,402-92.3% |