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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 | $144,393 | $159,934-9.7% | $147,005-1.8% | $145,959-1.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 98.24%-86.0pp | 418.76%-406.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $19,121 | $5,287+261.6% | $4,934+287.5% | $4,661+310.2% |
| Participant deferral / active EE | $18,350 | $8,427+117.7% | $8,070+127.4% | $6,689+174.4% |
| Admin fee / account holder | $2,134 | $15,053-85.8% | $13,006-83.6% | $13,398-84.1% |