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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 | $139,117 | $160,040-13.1% | $147,096-5.4% | $145,877-4.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.18% | 98.49%-87.3pp | 419.75%-408.6pp | 551.28%-540.1pp |
| Employer contribution / active EE | $17,670 | $5,289+234.1% | $4,936+258.0% | $4,663+279.0% |
| Participant deferral / active EE | $9,554 | $8,429+13.3% | $8,071+18.4% | $6,691+42.8% |
| Admin fee / account holder | $387 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |