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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 | $149,544 | $166,268-10.1% | $165,100-9.4% | $145,897+2.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.33% | 100.52%-84.2pp | 70.21%-53.9pp | 552.29%-536.0pp |
| Employer contribution / active EE | $14,880 | $5,284+181.6% | $4,348+242.2% | $4,663+219.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $842,759 | $16,659+4958.8% | $12,696+6538.2% | $13,390+6193.8% |