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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 | $150,371 | $160,070-6.1% | $147,117+2.2% | $145,897+3.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.83% | 98.69%-76.9pp | 420.54%-398.7pp | 552.29%-530.5pp |
| Employer contribution / active EE | $16,138 | $5,285+205.4% | $4,932+227.2% | $4,663+246.1% |
| Participant deferral / active EE | $17,251 | $8,419+104.9% | $8,065+113.9% | $6,689+157.9% |
| Admin fee / account holder | $1,291 | $15,035-91.4% | $12,993-90.1% | $13,390-90.4% |