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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 | $160,028-9.8% | $147,080-1.8% | $145,884-1.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $19,121 | $5,286+261.7% | $4,933+287.6% | $4,662+310.1% |
| Participant deferral / active EE | $18,350 | $8,422+117.9% | $8,066+127.5% | $6,690+174.3% |
| Admin fee / account holder | $2,134 | $15,030-85.8% | $12,989-83.6% | $13,392-84.1% |