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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 | $121,112 | $183,516-34.0% | $155,534-22.1% | $145,884-17.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 61.43%-49.7pp | 64.92%-53.2pp | 551.85%-540.1pp |
| Employer contribution / active EE | $15,839 | $5,315+198.0% | $4,675+238.8% | $4,662+239.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $152,939 | $19,293+692.7% | $15,900+861.9% | $13,392+1042.0% |