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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 | $166,131-10.0% | $164,975-9.4% | $145,877+2.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.33% | 100.37%-84.0pp | 70.12%-53.8pp | 551.28%-535.0pp |
| Employer contribution / active EE | $14,880 | $5,276+182.1% | $4,343+242.7% | $4,663+219.1% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $842,759 | $16,648+4962.2% | $12,688+6542.1% | $13,402+6188.2% |