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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 | $141,934 | $160,070-11.3% | $147,117-3.5% | $145,897-2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.48% | 98.69%-87.2pp | 420.54%-409.1pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,903 | $5,285-64.0% | $4,932-61.4% | $4,663-59.2% |
| Participant deferral / active EE | $20,568 | $8,419+144.3% | $8,065+155.0% | $6,689+207.5% |
| Admin fee / account holder | $320,022 | $15,035+2028.5% | $12,993+2363.1% | $13,390+2289.9% |